Jacob
Welch

Valmark Advisers, Inc

CRD#6491477
Investment Advisor
in Madison, WI

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About this Advisor

Jacob Welch is a financial advisor based in Madison, Wisconsin, working with Valmark Advisers, Inc. Jacob has previously held positions at Comprehensive Asset Management & Servicing, Inc, Marine Credit Union, Welshire Capital, LLC, Principal Life Insurance Company, Principal Securities Inc, Welshire Capital, Valmark Advisers, Inc, and Valmark Securities, Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Nevada, Ohio, South Carolina, South Dakota, Texas, Virginia, Washington, and Wisconsin. Currently, Jacob is part of Valmark Advisers, Inc, which operates out of Madison, Wisconsin. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

999 Fourier Drive, Suite 100
Madison, WI 53717

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

WI Average: $2,106,341,625
Total Number of Employees

260

WI Average: 34
Total Number of Accounts

17,262

WI Average: 1,972
Average Account Size

$407,229

WI Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jacob Welch Work History

2019 - Present (5 years)

Valmark Advisers, Inc

2019 - Present (5 years)

Valmark Securities, Inc

2017 - Present (7 years)

Welshire Capital

2019 - 2019 (< 1 year)

Principal Securities Inc

2016 - 2019 (3 years)

Principal Life Insurance Company

2015 - 2016 (1 year)

Comprehensive Asset Management & Servicing, Inc

2015 - 2016 (1 year)

Welshire Capital, LLC

2015 - 2016 (1 year)

Welshire Capital, LLC

2014 - 2015 (1 year)

Marine Credit Union

Disclosures

Please visit the SEC profile of Jacob Welch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valmark Advisers, Inc

Eric Clayton
Canfield, OH
Jacob Welch
Madison, WI
Kristina Wolff Singh
Manchester, CT
Jason Coopersmith
Fort Lauderdale, FL
Nathan Chisholm
Falmouth, ME
Daniel Rieman
Cincinnati, OH
David Rasch
Grand Rapids, MI
Michael Heath
Mason, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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