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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey N Welty is a financial advisor with Heirloom Wealth Management LLC. He is also registered as an Investment Advisor Representative in Colorado. Jeffrey has been in the financial industry for 14 years. Before joining Heirloom Wealth Management LLC, he worked at Jackson National Life Distributors LLC and Charles Schwab & Co., Inc. Jeffrey has a Series 63, Series 65, Series 7 and SIE license and is also a Certified Financial Planner. Jeffrey's firm, Heirloom Wealth Management LLC, specializes in providing financial planning, portfolio management, and pension consulting services. The firm manages $614,050,256 in assets and works with a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
01/09/2021 - Present
Heirloom Wealth Management LLC (GREENWOOD VILLAGE CO)
CO
09/16/2008 - 01/12/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
09/14/2006 - 09/16/2008
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IA
Issued 01/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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