Adviser and broker representative · Valmark Advisers, Inc.
Jacob J. Welch
CRD 6491477 · Madison, WI
At a glance
Jacob J. Welch is an investment adviser representative with Valmark Advisers, Inc. in Madison, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacob’s SEC record dates to 2015, about 11 years ago. Jacob is also registered as a broker representative.
Current advisory firm
- Valmark Advisers, Inc.Since July 2019Madison, WI · $10B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 17 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jacob’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Valmark Advisers, Inc.
- Robert H. BradfordMadison · Chartered Financial Consultant
- Robert G. Dye Jr.Madison
- Scott E. KellyMadison
- Robert A. MathersMadison · Personal Financial Specialist
- Rosalie K. MathersMadison · Certified Financial Planner, Chartered Financial Consultant
- James MoritsuguMadison
- Michael M. NicholsonMadison · Chartered Financial Consultant
- George B. Pickett Jr.Madison
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