James Hansen Mccown
Investment adviser representative at The Welch Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.7BFirm 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.
- The Welch Group, LLCNov 2025 to now
- Bcr Wealth StrategiesJun 2024 to now
- Bcr Wealth StrategiesJun 2023 to Nov 2023
- Bcbs of AlabamaJun 2022 to Aug 2022
- Greystone Country ClubJun 2021 to Aug 2021
- Birmingham-southern CollegeAug 2019 to May 2024
- Hoover Met ComplexAug 2019 to Dec 2021
- Greystone Country ClubJun 2019 to Aug 2019
- Chicken Salad ChickJun 2018 to Dec 2018
- Oak Mountain High SchoolNov 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7980033
- Firm CRD
- 111273