Jay Hallowes Mcgowan
Investment adviser representative at The Welch Group, LLC
12 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$3.7BFirm assets
Are you Jay Hallowes Mcgowan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Welch Group, LLCJun 2021 to now
- Fi-plan PartnersApr 2018 to Jun 2021
- LPL Financial LLCApr 2018 to Jun 2021
- Berk Cleveland Rathmell Wealth Strategies, LLCApr 2014 to Apr 2018
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
The Welch Group, LLC
$3.7BAssets managed
1,450Clients
28Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6326333
- Firm CRD
- 111273