Welcome Life Securities, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 142281
- Registered since
- August 21, 2007
Firm profile
FINTRXOverview
Welcome Life Securities, LLC is organized as a limited liability company and has been SEC-registered since 2007. FINTRX records classify the firm as unclassified and list the owner type as a mix of a domestic entity and an individual. The firm has provided very limited public detail about its business lines, client types, advisory services or fee arrangements. FINTRX flags indicate Welcome Life Securities is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. Those attributes, combined with the lack of disclosed advisory activity, suggest minimal public-facing wealth management operations or that the firm has chosen not to report its operating details to the data provider.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Daniel Ohman
Vice President, Chief Operating OfficerCRD 2639044
Jared Smith
Chief Finance OfficerCRD 5263162
Contacts
2 of 2
Thomas Bullett
Director of Financial AnalyticsCRD 6935183

John Welcom
Founder & PresidentCRD 5245725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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