Jane Ellen Welch

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2008 → Present
  Lpl Financial
  West Chester, OH

Previous Registrations

• 2004-11-22 → 2008-12-03
  Fifth Third Securities, Inc.
  West Chester, OH
  West Chester, OH
  Fairfield, OH
  Fairfield, OH
  Fairfield, OH

Other Businesses

1. 10/10/2008 - DBA ONLY, FOCUS WEALTH MANAGEMENT, LLC. 2.07/28/2014 - JANE WELCH LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - WEST CHESTER, OH

Exams

• S66 Uniform Combined State Law Examination
  2007-12-18
• S63 Uniform Securities Agent State Law Examination
  1997-05-16

Other Names

• Jane Ellen Davis