Jeffery Welch (CRD# 6678370) is an Investment Advisor Representative working at Avantax Advisory Services in Salem, AR and has over 7 years of experience in the finance industry.
CRD# 5272455
Lpl Financial LLC
CRD# 4395736
Edward Jones
CRD# 1205733
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | West Plains, MO | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | West Plains, MO | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | West Plains, MO | Jan 2018 - Current | 6 |
| Welch, Couch & Company, Pa | West Plains, MO | Dec 2009 - Current | 14 |
| Welch, Couch & Company, Pa | Batesville, AR | Dec 2009 - Nov 2022 | 12 |
| 1st Global Capital Corp. | West Plains, MO | Sep 2016 - Oct 2019 | 3 |
| 1st Global Advisors, Inc. | West Plains, MO | Sep 2016 - Oct 2019 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- AR
- MO
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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