JW
Jacob J. Welch
VALMARK ADVISERS
Madison, WI 53717
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CRD#: 6491477
JW
Professional summary
Jacob John Welch, AIF®, who also goes by Jake Welch, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Madison, Wisconsin and VALMARK SECURITIES, INC. located in Onalaska, Wisconsin.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jacob has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jake Welch
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.) Welshire Capital, LLC; Owner; start 05/2018; investment related./// 2.) Fixed insurance outside of Valmark with various insurance company; 999 Fourier Drive, Suite 100, Madison, WI 53717; annuities; Advisor of Record; YES Investment Related; Start Date 2015; Small amount of trail revenue paying out. Less than 1% of company revenue; Approximately 1-5 hrs. per month; I receive a small amount of trail revenue from previous annuity business written prior to joining Valmark. These policies could not be transferred over with an Agent of Record Change.///
CRS (Client Relationship Summary) - RIA
Click below to view Jacob John 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®
Experience
Current
July 18, 2019 - Present
VALMARK ADVISERS, INC.
Office #1: 999 Fourier Drive, Suite 100, Madison, WI 53717RIA
CRD#: 108050
Madison, WI
Current
July 18, 2019 - Present
VALMARK SECURITIES, INC.
Office #1: 1113 Riders Club Rd., Onalaska, WI 54650Office #2: 999 Fourier Drive, Suite 100, Madison, WI 53717BD
CRD#: 31243
Onalaska, WI
Past
June 15, 2016 - July 24, 2019
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
ONALASKA, WI
Past
June 10, 2016 - July 24, 2019
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
ONALASKA, WI
Past
October 15, 2015 - June 8, 2016
WELSHIRE CAPITAL, LLC
RIA
CRD#: 143960
madison, WI
Past
June 12, 2015 - June 7, 2016
APW CAPITAL, INC.
BD
CRD#: 43814
ONALSKA, WI
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(7/22/2019)
RR
California(7/18/2019)
RR
Colorado(7/18/2019)
IAR
Colorado(7/18/2019)
RR
Florida(7/18/2019)
IAR
Florida(8/5/2019)
RR
Illinois(7/18/2019)
IAR
Illinois(7/25/2019)
RR
Indiana(8/4/2022)
IAR
Indiana(9/5/2023)
RR
Iowa(7/18/2019)
IAR
Iowa(7/19/2019)
IAR
Kansas(1/9/2023)
RR
Michigan(7/18/2019)
IAR
Michigan(7/23/2019)
RR
Minnesota(7/18/2019)
IAR
Minnesota(7/18/2019)
RR
New Mexico(7/18/2019)
RR
North Carolina(7/18/2019)
IAR
Ohio(5/21/2020)
RR
South Carolina(7/18/2019)
IAR
South Carolina(7/19/2019)
RR
South Dakota(7/18/2019)
IAR
South Dakota(7/25/2019)
RR
Tennessee(7/18/2019)
RR
Texas(1/6/2023)
IAR
Texas(1/9/2023)
IAR
Utah(7/29/2024)
RR
Utah(7/31/2024)
IAR
Virginia(8/16/2019)
RR
Washington(3/17/2023)
IAR
Washington(4/17/2023)
RR
Wisconsin(7/18/2019)
IAR
Wisconsin(7/18/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
