Gregory Jay Welborn
Professional Summary
Gregory Jay Welborn, who also goes by Gregory J Welborn, is a registered financial advisor currently at FIRST FINANCIAL CONSULTING located in Pasadena, California. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gregory has worked at 3 firms and has passed the Series 63, Series 2 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Asset and Investment Management
- Estate & Legacy Planning
- Taxation and Cashflow Management
- Marriage and Divorce Planning
- Charitable Planning
- Business Services
Specializations
Biography
Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client’s best interests. A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he...
Other Aliases
Gregory J Welborn
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Website
xxxxxxxxxx.xxx
YouTube Channel
youtube.com/@xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL RESOURCES CONSULTING GROUP | FIRST FINANCIAL CONSULTING
Contact Information
Main Address
517 South Lake Avenue, Pasadena, CA 91101Phone Number
(626) 844-4630# of Employees
12Documents
Regulatory Assets Under Management
Total Number of Accounts
2,192AUM (Assets Under Management)
$762,647,300Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Feb 1996Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1993About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Jay Welborn's CRS (Customer Relationship Summary).
Services Offered by Gregory
- Retirement Planning
- Asset and Investment Management
- Estate & Legacy Planning
- Taxation and Cashflow Management
- Marriage and Divorce Planning
- Charitable Planning
- Business Services
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