Welcome Life Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
142281
Registered since
August 21, 2007

Firm profile

FINTRX

Overview

Welcome Life Securities, LLC is organized as a limited liability company and is listed as having both a domestic-entity and an individual owner. Public records for the firm contain minimal operational detail: it is classified as “unclassified,” and available metadata indicates it does not operate as a capital allocator, is not identified as an active ESG investor, and is not flagged as a pension consultant or related adviser. The firm has not disclosed its advisory activities, fee schedule, or a defined client base in the records reviewed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Daniel Ohman

    Daniel Ohman

    Vice President, Chief Operating OfficerCRD 2639044

  • Jared Smith

    Jared Smith

    Chief Finance OfficerCRD 5263162

Contacts

2 of 2
  • John Welcom

    John Welcom

    Founder & PresidentCRD 5245725

  • Thomas Bullett

    Thomas Bullett

    Director of Financial AnalyticsCRD 6935183

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
4755 Technology Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth