Jessica C. Welch
Investment adviser representative at Choate Investment Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10BFirm assets
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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
Experience
11 years in the industry.
- Choate Investment AdvisorsOct 2023 to now
- Lowell, Blake & Associates, Inc.Sep 2017 to Oct 2023
- Emerald Necklace ConservancyJan 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Choate Investment Advisors
Legal name: Choate Investment Advisors LLC
$10BAssets managed
653Clients
15Advisers
29 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
- 7013344
- Firm CRD
- 106109