JEFFREY N WELTY is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with HEIRLOOM WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HEIRLOOM WEALTH MANAGEMENT LLC | 2021-01-09 | present | Yes |
| CURIAN CAPITAL, LLC | 2013-02-18 | 2016-03-29 | — |