Jacob Adam 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

• 11/2015 → 03/2017
  State Farm Jimmy Thompson Agency
  Willis, TX
• 05/2017 → 04/2019
  Axa Advisors, Llc
  Houston, TX
• 06/2017 → 04/2019
  Axa Advisors, Llc
  Houston, TX
• 05/2019 → 05/2019
  Unemployed
  Spring, TX
• 06/2019 → 03/2020
  J.P. Morgan Securites, Llc
  Houston, TX
• 06/2019 → 03/2020
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 04/2017 → 04/2017
  Unemployed
  Rogers, TX
• 04/2020 → 02/2025
  Concourse Financial Group Securities Inc
  Spring, TX
• 04/2020 → Present
  (Dba) Strategic Financial Advisors
  Spring, TX
• 07/2020 → 02/2025
  Concourse Financial Group Securities Inc
  Spring, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Spring, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-06-30 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Spring, TX
  Birmingham, AL

Other Businesses

(dba) STRATEGIC FINANCIAL ADVISORS; Investment Related; 21025 Spring Brook Plaza Drive, Spring, TX 77379; Insurance and Investment Services; Operations Manager; Start Date 04/2020; 160 hours per month with most hours occurring during trading hours; Assist in client meetings, process transactions, and research and respond to client inquiries. >> EXECUTOR; Non-Investment Related; Rogers, TX; Other; Executor; Start Date 03/2020; No hours per month with no hours per month during trading hours; Executor of estate once individual passes away.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-30
• S63 Uniform Securities Agent State Law Examination
  2017-06-07

Designations

• Certified Financial Planner

Other Names

• Jake Adam Welsh
• Jake A Welsh