Broker Check
Jake  Welsh

Jake Welsh

Client Service Specialist

Jake Welsh joined Strategic Financial Advisors in April of 2020. Jake obtained his BBA in Finance from Sam Houston State University, and comes aboard with 4 years of financial service experience.

 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.    

 

  • 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