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Kallin Lynnora Welch

Advisor at Edward Jones — Gooding, ID

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Gooding, ID 83330

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kallin Welch is a financial advisor with Edward Jones based in Gooding, Idaho. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Southern Idaho RV and Marine for six years and held positions at Pickles and Main Street 1908. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operates under a fiduciary standard, and supports a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Gooding, ID

134 4th Ave W Ste 102

Gooding ID 83330

Advisors at this office

1

Most active in

Idaho · Texas

Work history

< 1 year of industry experience

Main Street 1908

2024 - 2024 • 1 year

Gooding, ID

Pickles

2023 - 2024 • 1 year

Gooding, ID

Edward Jones

2017 - Present • 9 years

Gooding, ID

Southern Idaho RV and Marine

2011 - 2017 • 6 years

Jerome, ID

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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