Jay Hallowes Mcgowan

Employer firm

The Welch Group, LLC CRD 111273

$3.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ADVICE ON MATTERS NOT INVOLVING SECURITIES.

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 04/2018
  Berk Cleveland Rathmell Wealth Strategies, Llc
  Birmingham, AL
• 04/2018 → 06/2021
  Fi-Plan Partners
  Birmingham, AL
• 04/2018 → 06/2021
  Lpl Financial Llc
  Birmingham, AL
• 06/2021 → Present
  The Welch Group, Llc
  Birmingham, AL

Previous Registrations

• 2018-06-15 → 2021-06-30
  Lpl Financial Llc
  Birmingham, AL
• 2014-06-04 → 2018-04-26
  Bcr Wealth Strategies
  Vestavia, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-04

Designations

• Certified Financial Planner
• Personal Financial Specialist