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Jack Welty

Allworth Financial, L.P.

Folsom, CA

Sacramento, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-11
  • CA RA
    APPROVED
    Since 2024-07-11

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

601 University Ave Suite 250, Sacramento, CA 95825 • 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
Weimar Hills Middle Schoole/Del Oro High School Weimar CA 08/2011 05/2019
Youth Basketball Academy Rocklin CA 01/2017 03/2023
Allworth Financial Folsom CA 05/2024 Present
Allworth Financial Folsom CA 09/2023 05/2024
Allworth Financial Folsom CA 05/2023 08/2023
  • 08/2011 → 05/2019
    Weimar Hills Middle Schoole/Del Oro High School
    Weimar, CA
  • 01/2017 → 03/2023
    Youth Basketball Academy
    Rocklin, CA
  • 05/2024 → Present
    Allworth Financial
    Folsom, CA
  • 09/2023 → 05/2024
    Allworth Financial
    Folsom, CA
  • 05/2023 → 08/2023
    Allworth Financial
    Folsom, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-17
  • S65 Uniform Investment Adviser Law Examination
    2024-01-17
Other Names
  • Jack Michael Welty

View on SEC IAPD

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