Jacob
Welch
Valmark Advisers, Inc
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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
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
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
Valmark Advisers, Inc
Valmark Securities, Inc
Welshire Capital
Principal Securities Inc
Principal Life Insurance Company
Comprehensive Asset Management & Servicing, Inc
Welshire Capital, LLC
Welshire Capital, LLC
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.
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