Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Welsh is a financial advisor with over 20 years of experience in the industry. John is currently registered with J.P. Morgan Securities LLC in New Jersey and Texas. John has previously worked for several other firms including Citizens Securities, Inc., Santander Securities LLC, LPL Financial LLC, Primevest Financial Services, Inc., Wells Fargo Advisors, LLC, Dreyfus Investment Services Corporation and Pruco Securities Corporation. John is licensed to provide financial advice in multiple states, including Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virgin Islands, Virginia, Washington, and West Virginia. John is also licensed to provide investment advice in Texas and New Jersey.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
01/21/2022 - Present
J.p. Morgan Securities LLC (JACKSON NJ)
PA
07/01/2014 - 01/10/2022
CITIZENS SECURITIES, INC. (SOUTHAMPTON PA)
PA
09/19/2012 - 06/24/2014
SANTANDER SECURITIES LLC (ELKINS PARK PA)
PA
03/03/2011 - 09/19/2012
LPL FINANCIAL LLC (ORELAND PA)
PA
10/01/2009 - 02/11/2011
PRIMEVEST FINANCIAL SERVICES, INC. (WYNNEWOOD PA)
PA
10/02/2001 - 09/24/2009
WELLS FARGO ADVISORS, LLC (HUNTINGDON VALLEY PA)
PA
09/27/2000 - 06/01/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NJ
12/07/1998 - 11/02/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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