Jacob John Welch
Investment adviser representative at Valmark Advisers, Inc.
3 yearsExperience
17 statesRegistered in
$10.2BFirm assets
28 yearsFirm in business
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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
- Pension consulting
Experience
3 years in the industry.
- Valmark Advisers, Inc.Jul 2019 to now
- Valmark Securities, IncJul 2019 to now
- Welshire CapitalMar 2017 to now
- Principal Securities IncJun 2019 to Jul 2019
- Principal Life Insurance CompanyJun 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 17 states (AZ, CO, FL, IA, IL, IN, KS, MI, MN, OH, SC, SD, TX, UT, VA, WA, WI).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 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
- 6491477
- Firm CRD
- 108050