Unclaimed Profile

Jason Matthew Welch

WWK ADVISORS, LLC·NORTHVILLE, Michigan

SIE, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record15 years registeredWWK ADVISORS, LLC

126 N. CENTER STREET, NORTHVILLE, MI 48167CRD# 2436809Firm CRD# 154761

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Matthew Welch · NORTHVILLE, MI

Registration

CRD #2436809 · WWK ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2021 – present

WWK ADVISORS, LLC

Jan 2011 – Dec 2021

NORTHVILLE, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 13, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WWK ADVISORS, LLC

CRD 154761 · SEC 801-71775

AUM

$471M

Regulatory assets under management

Employees

766 client accounts

Services offered by WWK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WWK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Matthew Welch offer?

Jason Matthew Welch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHVILLE, Michigan for a consultation.

What are Jason Matthew Welch's credentials?

Jason Matthew Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Matthew Welch located?

Jason Matthew Welch is based in NORTHVILLE, Michigan, working with WWK ADVISORS, LLC. Their office serves clients in the NORTHVILLE metropolitan area and surrounding communities.

How does Jason Matthew Welch charge for services?

Jason Matthew Welch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WWK ADVISORS, LLC?

WWK ADVISORS, LLC has approximately 6 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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