Jake Welsh joined Strategic Financial Advisors in April of 2020. Jake obtained his BBA in Finance from Sam Houston State University, and a Master of Science (MS) degree in Personal Financial Planning from Kansas State University.
Jake helps maintain client relationships and provides operational and administrative support to Strategic Financial Advisors.
In addition, Jake is also serving clients in helping them address their financial needs through tailored financial planning.
- Master of Science (MS)
- CERTIFIED FINANCIAL PLANNERTM professional (CFP®)
- Series 7 (General Securities)
- Series 65 (Uniform Investment Adviser Law)
- Series 63 (Uniform Securities Agent State Law)
- SIE (Securities Industry Essentials)
- Group 1 (Life and Health Insurance)
- Licensed in Texas
- CRD Number 6762035