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 recorded in FINTRX as having been SEC-registered in 2007. Ownership is listed as a combination of a domestic entity and an individual. The profile on file is sparse: the firm is classified as "Unclassified" and FINTRX flags it as not acting as a capital allocator. The dataset also indicates the firm is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and not designated as a related adviser or a newly formed adviser. Key operational fields that would normally clarify business lines and client focus—fee structure, specific advisory activities, and client segments—are not specified in the provided record. That limits what can be said about the firm’s services, distribution model, and target clients based solely on this source.
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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