Jessica Welch
Choate Wealth · Boston, Massachusetts
Jessica Welch is a fee-only financial advisor at Choate Wealth in Boston, Massachusetts, who holds the CFP credential. Jessica focuses on estate & legacy planning, tax planning and family wealth transfer. Choate Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jessica →
Specialties
Who they serve
- Multi-generational families
- Founders
- Ultra high net worth
Facts
| Firm | Choate Wealth |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.05B across 4,009 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 7013344 |
| Exams passed | Series 65 (2019) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.choatewealth.com |
Request an introduction to Jessica
Tell Jessica a little about what you're looking for. Jessica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jessica
Is Jessica Welch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Choate Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Choate Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessica Welch based?
Jessica Welch is based in Boston, Massachusetts.
What does Jessica specialize in?
Jessica's specialties include estate & legacy planning, tax planning and family wealth transfer. Jessica works with multi-generational families, founders and ultra high net worth.
What credentials does Jessica Welch hold?
Jessica Welch holds the CFP credential.
Is Jessica Welch registered with the SEC?
Yes. Jessica Welch is registered as an investment adviser representative in MA and TX (CRD 7013344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Choate Wealth manage?
Choate Wealth reports $10.05B across 4,009 accounts in assets under management.
How do I contact Jessica Welch?
Through Jessica's website, www.choatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Choate Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.