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James Welch

Touchstone Advisors Inc.

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About James Welch

James Welch is a registered representative with Touchstone Advisors Inc. James is currently registered with the state of Ohio. James has been in the financial industry since 2022. James has a Series 7TO, Series 66 and SIE license. James's primary specialization is providing investment advice to investment companies.

Firm Information

James Welch is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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James Welch’s Registration & Firm History

OH

12/20/2022 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 12/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Welch.
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