AdvisorOS Directory
Claim Profile
JW

Jean Francois Welch

INDEPENDENT PORTFOLIO CONSULTANTS, INC.·BOCA RATON, Florida
Unclaimed Profile
5002 T-REX AVENUE, BOCA RATON, FL 33431CRD# 6707909Firm CRD# 120420
01

About

Jean Francois Welch is a registered financial advisor based in BOCA RATON, Florida, affiliated with INDEPENDENT PORTFOLIO CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
AUM
$2.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at INDEPENDENT PORTFOLIO CONSULTANTS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6707909
Firm CRD# 120420
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jean Francois Welch offer?
Jean Francois Welch specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOCA RATON, Florida for a consultation.
What are Jean Francois Welch's credentials?
Jean Francois Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Francois Welch located?
Jean Francois Welch is based in BOCA RATON, Florida, working with INDEPENDENT PORTFOLIO CONSULTANTS, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Jean Francois Welch charge for services?
Jean Francois Welch'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 INDEPENDENT PORTFOLIO CONSULTANTS, INC.?
INDEPENDENT PORTFOLIO CONSULTANTS, INC. has approximately 15 employees and manages $2.0B 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 in BOCA RATON
Kristen Ann Whealon — DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCJames Todd Morris — POLEN CAPITAL MANAGEMENT, LLCKevin Christopher Schneider — POLEN CAPITAL MANAGEMENT, LLCRobert Pendelton Spitler — BRIDGE LINE ADVISORS LLCMarc Jay Leder — SUN CAPITAL ADVISORS, L.P.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile