Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Adam Welsh is an active investment advisor representative. Jacob is registered with Concourse Financial Group Securities, Inc. and has been in the industry since 2017. Jacob holds the Series 7 and Series 63 securities licenses as well as the Series 65 investment advisor license. Jacob is a Certified Financial Planner (CFP). Jacob has experience working with individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and investment companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/30/2020 - Present
Concourse Financial Group Securities, Inc. (Spring TX)
TX
07/12/2019 - 04/08/2020
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
05/19/2017 - 04/22/2019
AXA ADVISORS, LLC (THE WOODLANDS TX)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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