Jenna Kaye breon Welch
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
3 statesRegistered in
$47.3BFirm assets
48 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
- Seminars and workshops
Experience
11 years in the industry.
- EquitableApr 2022 to now
- Equitable Advisors, LLCJun 2020 to now
- Daston CorpDec 2019 to Dec 2020
- Shady Spring Pet RetreatMay 2018 to Mar 2020
- West Virginia UniversitySep 2015 to Dec 2019
- Martin's Food MarketFeb 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (MD, NY, TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7259420
- Firm CRD
- 6627