Jacob Welch Email & Phone Number
President @ Welshire Advisors
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Jacob Welch Location
- Madison, WI, US
Jacob Welch Work
- 2018 -now President @
- 2015 -now Wealth Management Advisor @
- 2019 -now Investment Adviser Representstive and Registered Representative @
- 2016 -2019 Financial Representative and Principal Securities Registered Representative and Financial Advisor @
- 2015 -2016 Registered Representative @
- 2014 -2015 Consumer Loan Officer @
Jacob Welch Education
- University of Wisconsin-La Crosse
Bachelor of Science (BS) (Marketing)
2008-2013 - West Salem High School
High School Diploma
2004-2008
Jacob Welch Skills
- Leadership
- Executive Benefit Strategies
- Pension Plans
- Deferred Compensation Plans
- PowerPoint
- Social Media
- Whole Life Insurance
- Public Speaking
- Financial Needs Analysis
- Fixed Annuities
- Larkspur
- Sports
- Sep
- Asset Allocation Analysis
- Universal Life Insurance
- Retirement Planning
- Sales
- Event Planning
- Brokerage Accounts
- IRAs
- Annuities
- Variable Annuities
- Informal Business Valuation
- 401k
- Executive Bonus Plans
- Traditional Iras
- Series 66 Registration
- Current Policy Review
- Morningstar
- Series 7 Registration
- Split Dollar Plans
- Life Insurance
- Mutual Funds
- Roth Iras
- Microsoft Office
- Charitable Giving
- Microsoft Word
- Buy Sell Review
- Disability Income Insurance
- Buy Sell Agreements
- Microsoft Excel
- Social Networking
- Supplemental Retirement Income
- Key Person Insurance
- Time Management
- Survivor Income
- Customer Service
- Simple Iras
- Salary Continuation
- Long Term Care Insurance
- Group Annuities
- Teamwork
- Retirement Plans
- Term Life Insurance
- Business Continuation
- Estate Planning Strategies
- Tax Deferred Savings
- College Funding
- 403b
- 529 Plans
- Access
- Wealth Accumulation Strategies
Jacob Welch Summary
- Jacob Welch, based in Madison, WI, US, is currently a President at Welshire Capital. Jacob Welch brings experience from previous roles at Welshire Capital, Valmark Financial Group, Principal Financial Group and Comprehensive Asset Management. Jacob Welch holds a 2008 - 2013 Bachelor of Science (BS) in Marketing @ University of Wisconsin-La Crosse. With a robust skill set that includes Leadership, Executive Benefit Strategies, Pension Plans, Deferred Compensation Plans, PowerPoint and more. Jacob Welch has 3 emails and 4 mobile phone numbers on RocketReach.
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