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Nathan Daniel Hargrove Welsh

Edward Jones

Raleigh, NC

CRD 6439421

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-07
TX RA APPROVED_RES 2018-12-18
CA RA APPROVED 2015-06-19
  • NC RA
    APPROVED
    Since 2026-04-07
  • TX RA
    APPROVED_RES
    Since 2018-12-18
  • CA RA
    APPROVED
    Since 2015-06-19

Branch Locations

8351 Standonshire Way Ste 117, Raleigh, NC 27615-2760 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-24
  • S66 Uniform Combined State Law Examination
    2015-04-24
Other Names
  • Nathan Welsh
  • Nathan Daniel Hargrove Welsh

View on SEC IAPD

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