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Jay Hallowes McGowan

THE Welch Group, LLC

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About Jay Hallowes McGowan

Jay McGowan is a financial professional with over eight years of experience in the financial services industry. Jay holds the Series 7 and Series 65 licenses and is a Certified Financial Planner™ and Personal Financial Specialist™. Jay is currently registered with the Welch Group, LLC and has previously been affiliated with LPL Financial LLC and FI-PLAN PARTNERS. The Welch Group, LLC is an investment advisory firm located in Birmingham, Alabama that provides financial planning, portfolio management for businesses and individuals, and advice on matters not involving securities.

Firm Information

Jay McGowan is currently registered with THE Welch Group, LLC. THE Welch Group, LLC is an investment advisor based in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. They manage approximately $2.76 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, and pension plans.
THE Welch Group, LLC

3940 MONTCLAIR RD

BIRMINGHAM, AL 35213

$2.76B

Assets Under Management

Not reported

Total Clients

23

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities.

Advice on matters not involving securities.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jay McGowan’s Registration & Firm History

AL

11/06/2022 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

AL

09/27/2018 - 06/30/2021

LPL FINANCIAL LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 06/04/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jay Hallowes McGowan.
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