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James Steven Welch

WELCH INVESTMENT GROUP, LLC·GRANTS PASS, Oregon
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313 NW "A" STREET, GRANTS PASS, OR 97526CRD# 2726684Firm CRD# 131006
01

About

James Steven Welch is a registered financial advisor based in GRANTS PASS, Oregon, affiliated with WELCH INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WELCH INVESTMENT GROUP, LLC
WELCH INVESTMENT GROUP, LLC
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WELCH INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2726684
Firm CRD# 131006
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Steven Welch offer?
James Steven Welch specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANTS PASS, Oregon for a consultation.
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, working with WELCH INVESTMENT GROUP, LLC. Their office serves clients in the GRANTS PASS metropolitan area and surrounding communities.
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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Other advisors in GRANTS PASS
Joshua Lewis — KINGSVIEW WEALTH MANAGEMENT, LLCSean Patrick Mcgillivray — KINGSVIEW WEALTH MANAGEMENT, LLCSean C. Ealy — WELCH INVESTMENT GROUP, LLCAlessandro Abaroa — KINGSVIEW WEALTH MANAGEMENT, LLCJosh Owen Welch — WELCH INVESTMENT GROUP, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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