Josh Welch (CRD# 5769231) is an Investment Advisor Representative working at Welch Investment Group, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Welch Investment Group, LLC | Grants Pass, OR | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- CA
- OR
- TX
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts883ACCOUNTS
-
Average Account Value$240,895
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, OR, TX
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