John Hamilton Welsh

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2022 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2022 → 08/2023
  Minnesota Insurance Co
  St Paul, MN
• 08/2022 → Present
  Commonwealth Financial Group
  Charleston, SC
• 08/2020 → 07/2022
  Sprockets
  Charleston, SC
• 03/2020 → 07/2020
  Ceterus
  Charleston, SC
• 08/2019 → 12/2021
  Wild Roots Candle Company
  Charleston, SC
• 08/2018 → 07/2019
  National Student Leadership Forum
  Washington D.C., XX
• 08/2014 → 05/2018
  Clemson University
  Clemson, SC
• 06/2017 → 08/2017
  Forest Acres Dentistry
  Columbia, SC
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Daniel Island, SC
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Commonwealth Financial Group
  Charleston, SC

Previous Registrations

• 2022-10-05 → 2023-08-10
  Securian Financial Services, Inc.
  Daniel Island, SC
  St. Paul, MN

Other Businesses

1) COMMONWEALTH FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2022 ADDRESS: 225 Seven Farms Drive, Suite 106, Daniel Island SC 29492, United States DESCRIPTION: Fixed insurance sales, as opportunities arise during the normal course of advisory business 2) NAME OF OTHER BUSINESS: JHW FINANCIAL SERVICES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT; 3) NAME OF OTHER BUSINESS: COMMONWEALTH FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2022-09-23