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Eric Johann Welsch

Citizens JMP Securities, LLC

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About Eric Johann Welsch

Eric Welsch is a financial advisor with over 19 years of experience in the industry. Eric is currently registered with Citizens JMP Securities, LLC and has been registered with FINRA for over 20 years. He has a wide range of experience in the securities industry, having worked for several prominent firms including Stout Capital, LLC, Fifth Third Securities, Inc., KeyBanc Capital Markets Inc., Harris Nesbitt Corp. and RBC Dain Rauscher Inc. Eric is a highly experienced financial advisor with a strong track record of success. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Eric Welsch is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Eric Welsch’s Registration & Firm History

OH

12/22/2023 - Present

Citizens JMP Securities, LLC (Cleveland OH)

OH

05/13/2022 - 03/23/2023

STOUT CAPITAL, LLC (Cleveland OH)

OH

11/26/2012 - 04/22/2022

FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)

OH

08/01/2005 - 07/23/2012

KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)

NY

04/06/2004 - 02/16/2005

HARRIS NESBITT CORP. (NEW YORK NY)

NY

02/06/2004 - 04/06/2004

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

01/27/2003 - 02/06/2004

RBC DAIN RAUSCHER INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Johann Welsch.
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