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John Joseph Welde

THE Leaders Group, Inc.

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About John Joseph Welde

John Joseph Welde is a registered representative with The Leaders Group, Inc. John Joseph Welde has been in the industry since 1999. John Joseph Welde is registered in California, Florida, New York and Pennsylvania. John Joseph Welde is also a Series 7, Series 7TO, Series 63 and Series 66 licensed representative. Prior to joining The Leaders Group, Inc., John Joseph Welde was employed by LPE Securities, LLC, Bluestone Investment Banking Group, LLC, Knight Capital Americas LLC, Knight Capital Americas, L.P., Knight Libertas LLC, Warburg Dillon Read LLC, SBC Warburg Dillon Read Inc., Quaker Securities, Inc. and Paine Webber Incorporated.

Firm Information

John Welde is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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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John Welde’s Registration & Firm History

CO

10/16/2023 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NY

01/12/2016 - 06/21/2017

LPE SECURITIES, LLC (New York NY)

PA

06/30/2015 - 12/31/2015

BLUESTONE INVESTMENT BANKING GROUP, LLC (BERWYN PA)

NY

07/02/2012 - 06/28/2013

KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)

NY

01/03/2011 - 07/02/2012

KNIGHT CAPITAL AMERICAS, L.P. (NEW YORK NY)

NY

10/06/2008 - 01/03/2011

KNIGHT LIBERTAS LLC (NEW YORK NY)

NY

12/09/1997 - 04/12/2000

WARBURG DILLON READ LLC (NEW YORK NY)

CT

06/18/1998 - 06/29/1998

SBC WARBURG DILLON READ INC. (STAMFORD CT)

PA

02/07/1997 - 10/08/1997

QUAKER SECURITIES, INC. (MALVERN PA)

NJ

11/18/1991 - 01/11/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

04/23/1984 - 08/29/1989

WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/28/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Welde.
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