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Jessica C. Welch

Choate Investment Advisors

Boston, MA

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Current Employers
Choate Investment Advisors

Two International Place Suite 3000, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-29
TX RA APPROVED 2023-11-21
  • MA RA
    APPROVED
    Since 2024-07-29
  • TX RA
    APPROVED
    Since 2023-11-21

Branch Locations

Two International Place Suite 3000, Boston, MA 02110 • 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
Lowell, Blake & Associates, Inc. Boston MA 09/2017 10/2023
Emerald Necklace Conservancy Boston MA 01/2015 07/2017
Choate Investment Advisors Boston MA 10/2023 Present
  • 09/2017 → 10/2023
    Lowell, Blake & Associates, Inc.
    Boston, MA
  • 01/2015 → 07/2017
    Emerald Necklace Conservancy
    Boston, MA
  • 10/2023 → Present
    Choate Investment Advisors
    Boston, MA
Previous Registrations
  • 2019-01-04 → 2023-11-15
    Lowell Blake & Associates Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-04
  • S65 Uniform Investment Adviser Law Examination
    2019-01-04
Designations
Other Names
  • Jessica Welch

View on SEC IAPD

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