Jason WelkCRD Number: 4604439
Current Firm: National Investment Services, Inc.
Jason Welk (CRD# 4604439) is an Investment Advisor Representative working at National Investment Services, Inc. in Milwaukee, WI and has over 16 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|National Investment Services, Inc.||Milwaukee, WI||May 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management4,899MILLIONS
Total Number of Accounts344ACCOUNTS
Average Account Value$14,240,988
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, IN, MA, MI, NV, NY, OH, PA, SC, TN, WI