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 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
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
John Welcom
Founder & PresidentCRD 5245725

Thomas Bullett
Director of Financial AnalyticsCRD 6935183
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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