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Jay Hallowes Mcgowan

The Welch Group, LLC

Birmingham, AL

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Current Employers
The Welch Group, Llc

3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-06
AL RA APPROVED 2021-06-29
  • TX RA
    APPROVED
    Since 2022-11-06
  • AL RA
    APPROVED
    Since 2021-06-29

Branch Locations

3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • 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
Berk Cleveland Rathmell Wealth Strategies, Llc Birmingham AL 04/2014 04/2018
Fi-Plan Partners Birmingham AL 04/2018 06/2021
Lpl Financial Llc Birmingham AL 04/2018 06/2021
The Welch Group, Llc Birmingham AL 06/2021 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-04
  • S65 Uniform Investment Adviser Law Examination
    2014-06-04
Designations

View on SEC IAPD

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