AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

Jeffrey Michael Welsh

BARD FINANCIAL SERVICES, INC.·BRANFORD, Connecticut
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record29 years registeredBARD FINANCIAL SERVICES, INC.
388 EAST MAIN STREET, BRANFORD, CT 06405CRD# 2281625Firm CRD# 110017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Welsh · BRANFORD, CT
Registration
CRD #2281625 · BARD FINANCIAL SERVICES, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Feb 2026 – present
BARD FINANCIAL SERVICES, INC.
Nov 1996 – Feb 2026
BRANFORD, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · November 6, 1996
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARD FINANCIAL SERVICES, INC.
CRD 110017 · SEC 801-80696
AUM
$573M
Regulatory assets under management
Employees
6
1,082 client accounts
Services offered by BARD FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at BARD FINANCIAL SERVICES, INC. →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BRANFORD?

Browse all registered financial advisors in BRANFORD, Connecticut or claim this profile if it's yours.

Browse BRANFORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeffrey Michael Welsh offer?
Jeffrey Michael Welsh specializes in Investment Management, Fee-Only Advisory. Contact their office in BRANFORD, Connecticut for a consultation.
What are Jeffrey Michael Welsh's credentials?
Jeffrey Michael Welsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Welsh located?
Jeffrey Michael Welsh is based in BRANFORD, Connecticut, working with BARD FINANCIAL SERVICES, INC.. Their office serves clients in the BRANFORD metropolitan area and surrounding communities.
How does Jeffrey Michael Welsh charge for services?
Jeffrey Michael Welsh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARD FINANCIAL SERVICES, INC.?
BARD FINANCIAL SERVICES, INC. has approximately 6 employees and manages $573M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BARD FINANCIAL SERVICES, INC.

Kenneth Steven Spitzbard
BRANFORD, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile