Jacob Welsh
Jacob Welsh is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Spring, TX, with 8 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
21025 Spring Brook Plaza Drive, Spring, TX, 77379
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob works as an Operations Manager for Strategic Financial Advisors, dedicating full-time hours to assisting in client meetings, processing transactions, and responding to client inquiries. He also serves as an executor of an estate, but this requires no time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
J.P. Morgan Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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