Jeffrey Welsh (CRD# 2281625) is an Investment Advisor Representative working at Bard Financial Services, Inc. in Branford, CT and has over 31 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Branford, CT | Sep 2023 - Current | < 1 |
| Bard Financial Services, Inc. | Branford, CT | Sep 1992 - Current | 31 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- CT
-
Total Assets Under Management573MILLIONS
-
Total Number of Accounts1,082ACCOUNTS
-
Average Account Value$529,572
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CT, FL, LA, MA, NC, NH, NJ, NY, TX, VA
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