JW
Jeffrey Welty
from Heirloom Wealth Management LLC
Jeffrey Welty is a financial advisor based in Colorado, Greenwood Village,
with 18 years of experience. Jeffrey currently works for
Heirloom Wealth Management LLC.
Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Welty works at Heirloom Wealth Management LLC
Heirloom Wealth Management LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $352,775,548 of assets under management and employs about 11 people. Heirloom Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
8400 E Prentice Avenue, Suite 1115, Greenwood Village, Colorado, 80111
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