Beau Jacob Welsh
Investment adviser representative at Generational Financial Partners, LLC
12 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsFixed 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.
- Generational Financial Partners, LLCAug 2026 to now
- Eagle Strategies LLCDec 2019 to Aug 2026
- Nylife Securities LLCSep 2018 to Aug 2026
- New York Life Insurance CompanyJun 2018 to Aug 2026
- B.B. Kings Blues ClubAug 2017 to Jun 2018
- Fluid Spirit HoldinsFeb 2017 to Sep 2017
- TomkatsApr 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Generational Financial Partners, LLC
$0Assets managed
0Clients
7Advisers
Under 1 yearIn 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
- 6976434
- Firm CRD
- 343503