Back to All People

Client Advisory

Biography

Jason Welch is a Senior Associate in the Nashville office. He is a member of the wealth management team, responsible for the ongoing operation, setup, and maintenance of client investment assets. He coordinates cash flow needs, implements trading in the  portfolio, and oversees the charitable giving processes utilizing assets from the portfolio.  

Prior to joining Cerity Partners, Jason was a transfer specialist and client service representative with TD Ameritrade.   

In his spare time, he enjoys spending time with his family, reading, playing chess, and traveling, with a lifetime goal to visit all the country’s national parks. 

Learn more about my practice.

Education

  • NYU, Tisch School of the Arts

Highlights

  • Notary Public, TN 

Request an Introduction to Jason Welch

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Joshua Norman

Principal

Individuals and Families

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

Ben Pace and Joseph Matus

Economic and Market Outlooks

First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook

April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…

Rita Lee

Partner

Individuals and Families

Financial Planning for DINK (Dual Income, No Kids) Households

April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here