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Josh Owen Welch

WELCH INVESTMENT GROUP, LLC·GRANTS PASS, Oregon
Series 65Clean record16 years registeredWELCH INVESTMENT GROUP, LLC
313 NW "A" STREET, GRANTS PASS, OR 97526CRD# 5769231Firm CRD# 131006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Josh Owen Welch · GRANTS PASS, OR
Registration
CRD #5769231 · WELCH INVESTMENT GROUP, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

WELCH INVESTMENT GROUP, LLC
Apr 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 5, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WELCH INVESTMENT GROUP, LLC
CRD 131006 · SEC 801-111891
AUM
$213M
Regulatory assets under management
Employees
3
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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05

Frequently Asked Questions

What services does Josh Owen Welch offer?
Josh Owen Welch specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANTS PASS, Oregon for a consultation.
What are Josh Owen Welch's credentials?
Josh Owen Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Josh Owen Welch located?
Josh Owen 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 Josh Owen Welch charge for services?
Josh Owen 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 at WELCH INVESTMENT GROUP, LLC

Sean C. Ealy
GRANTS PASS, OR
James Steven Welch
GRANTS PASS, OR

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Research
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