Unclaimed Profile

James Steven Welch

WELCH INVESTMENT GROUP, LLC·GRANTS PASS, Oregon

Series 2, Series 65Clean record21 years registeredWELCH INVESTMENT GROUP, LLC

313 NW "A" STREET, GRANTS PASS, OR 97526CRD# 2726684Firm CRD# 131006

Profile Verification

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

Identity

James Steven Welch · GRANTS PASS, OR

Registration

CRD #2726684 · WELCH INVESTMENT GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELCH INVESTMENT GROUP, LLC

WELCH INVESTMENT GROUP, LLC

Mar 2005 – Dec 2023

GRANTS PASS, OR

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · March 28, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELCH INVESTMENT GROUP, LLC

CRD 131006 · SEC 801-111891

AUM

$213M

Regulatory assets under management

Employees

883 client accounts

Services offered by WELCH INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELCH INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does James Steven Welch offer?

James Steven Welch specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are James Steven Welch's credentials?

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

Where is James Steven Welch located?

James Steven Welch is based in GRANTS PASS, Oregon, last registered with WELCH INVESTMENT GROUP, LLC.

How does James Steven Welch charge for services?

James Steven 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 WELCH INVESTMENT GROUP, LLC?

WELCH INVESTMENT GROUP, LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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