Jeremy A. Welch
BURTON ENRIGHT WELCH | Senior Advisor, Managing Principal
WALNUT CREEK, CA 94596
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CRD#: 4812552
Professional summary
Jeremy Adam Welch, CFP® is a registered financial advisor currently at BURTON ENRIGHT WELCH located in Walnut Creek, California.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeremy has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Asset Allocation
Investment Management
Retirement
Sudden Wealth
Are you a "fiduciary"?
Yes
Personal quote
Don’t find fault, find a remedy.
Aliases
None
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.
1.BURTON ENRIGHT WELCH, INDEPENDENT REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, 1333 N. CALIFORNIA BLVD, SUITE 140 WALNUT CREEK CA 94596. PARTNER,CLIENT RELATIONSHIP MANAGER, RESEARCH, PLANNING, TRADING, MANAGEMENT, STATED 01/01/2010, 200 HOURS PER MONTH, 160 SURING STH. 2. BURTON ENRIGHT WELCH, CORPORATE INVESTMENT ADVISOR, INVESTMENT RELATED, 1333 N. CALIFORNIA BLVD, SUITE 140 WALNUT CREEK CA 94596. PARTNER,CLIENT RELATIONSHIP MANAGER, RESEARCH, PLANNING, TRADING, MANAGEMENT, STATED 01/01/2010, 200 HOURS PER MONTH, 160 SURING STH. 2.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Adam Welch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Education
California Polytechnic State University - San Luis Obispo
B.S. - Business Administration
Experience
Current
January 1, 2008 - Present
BURTON ENRIGHT WELCH
Office #1: 1333 North California Blvd. Suite 140, Walnut Creek, CA 94596RIA
CRD#: 118376
WALNUT CREEK, CA
Past
February 7, 2008 - August 16, 2012
OSAIC WEALTH, INC.
RIA
CRD#: 23131
WALNUT CREEK, CA
Past
September 1, 2004 - August 16, 2012
OSAIC WEALTH, INC.
BD
CRD#: 23131
WALNUT CREEK, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BE
BURTON ENRIGHT WELCH
BURTON ENRIGHT WELCH | BURTON/ENRIGHT GROUP
CRD#: 118376 / SEC#: 801-68890
RIA
Registered Investment Advisory firm - (3/11/2008 Approved)California
Registered Investment Advisory firm - (3/11/2008 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/1/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BE
BURTON ENRIGHT WELCH
BURTON ENRIGHT WELCH | BURTON/ENRIGHT GROUP
CRD#: 118376 / SEC#: 801-68890
RIA
Registered Investment Advisory firm - (3/11/2008 Approved)California
Registered Investment Advisory firm - (3/11/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596
Mailing Address
Phone number
(925) 932-8010
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 644 |
| AUM (Assets Under Management) | $ 1,245,864,655 |
Red Flags
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Company Information
BURTON ENRIGHT WELCH
Senior Advisor, Managing PrincipalCRD#: 118376Walnut Creek, CA 94596TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
