Welcome Life Securities, LLC

Broker-DealerFINRA MemberEst. 2007
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 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

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