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JW

Jeff A. Welday

Some features on this profile are disabled
CRD#: 2586949
JW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeff A Welday, CIMA®, who also goes by Jeff Welday, Jeffrey Andrew Welday, was a registered financial professional .

Jeff is a previously registered financial professional and started their career in finance in 1995. Jeff had worked at 9 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Welday | Jeffrey Andrew Welday

Other business activities

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.
BENEFICIENT COMPANY 325 N. SAINT PAUL ST., SUITE 3000 DALLAS, TX 75201 ADVISOR/ADVISORY SERVICES EFFECTIVE: 06/03/2019 2 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Past

April 18, 2022 - September 4, 2025

ALTACCESS SECURITIES COMPANY, L.P.

BD
CRD#: 119441
Dallas, TX
Past

February 7, 2020 - September 20, 2022

EMERSON EQUITY LLC

RIA
CRD#: 130032
Dallas, TX
Past

February 7, 2020 - September 20, 2022

EMERSON EQUITY LLC

BD
CRD#: 130032
Dallas, TX
Past

July 11, 2019 - January 31, 2020

BA SECURITIES, LLC

BD
CRD#: 153489
W. CONSHOHOCKEN, PA
Past

November 22, 2010 - May 31, 2019

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
DALLAS, TX
Past

June 2, 2010 - May 31, 2019

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
DALLAS, TX
Past

April 2, 2007 - June 8, 2010

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
DALLAS, TX
Past

April 2, 2007 - June 8, 2010

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
DALLAS, TX
Past

January 24, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PURCHASE, NY
Past

April 4, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 26, 2002 - February 9, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

May 13, 1997 - May 30, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 19, 1996 - September 18, 1996

CHEMICAL INVESTMENT SERVICES CORP.

BD
CRD#: 36312
Past

July 7, 1995 - June 16, 1997

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/22/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/3/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 4/22/2016
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/29/1996
General Securities Principal Examination

Current Firm

AS
ALTACCESS SECURITIES COMPANY, L.P.
ALTACCESS SECURITIES COMPANY, L.P. | MHT SECURITIES, LP | MHT SECURITIES, L.P. | MHT MIDSPAN SECURITIES, LP | BENEFICIENT SECURITIES COMPANY, L.P. | BEN SECURITIES COMPANY, L.P.

CRD#: 119441 / SEC#: , 8-65183

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
325 N. St. Paul Street Suite 4850, Dallas, TX 75201
Mailing Address
325 N. St. Paul Street Suite 4850, Dallas, TX 75201
Phone number
(214) 245-5379
Established
Texas since 11/16/2001
Firm type
Partnership
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BEN MARKETS MANAGEMENT HOLDINGS, L.P.LIMITED PARTNER
BEN MARKETS CORPORATE HOLDINGS, L.L.C.GENERAL PARTNER
GEORGE, THOMAS KEITHFINOP5378303
TALBOT, HENRY BOARDMANPRESIDENT & CCO6004463

Red Flags

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.

Company Information

ALTACCESS SECURITIES COMPANY, L.P.

CRD#: 119441

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