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Welch Customs & Trade Advisory LLC

Independent Trade Compliance Advisory

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Welch Customs & Trade Advisory LLC
Independent Trade Compliance Advisory

About

I’m the Broker the Other Tools Tell You to Consult

I’m Jim Welch — a licensed U.S. Customs Broker with over 20 years in trade compliance. I founded Welch Customs & Trade Advisory to give importers access to structured, audit-ready compliance work that actually holds up when it matters.

20+

LCB

Years Experience

License #31532

Why I Started This Practice

For 13 years, I ran purchasing, logistics, and customs compliance for Aerzen USA — a global industrial manufacturer with complex international supply chains. I managed broker relationships, handled HTSUS classification, led C-TPAT validation to Tier II, and built the compliance controls that kept our imports clean.

After that, I moved into dedicated trade compliance roles — at West Pharmaceutical Services and CNH Industrial — where I deepened my work in tariff law analysis, classification governance, and the intersection of Section 301, Section 232, IEEPA, and AD/CVD programs.

Classification first. Everything else follows from it.

In January 2026, I launched Welch Customs & Trade Advisory because I kept seeing the same problem: importers paying duties they don’t owe, using compliance tools that don’t separate IEEPA from 232, and relying on brokers who file mechanically without questioning whether the tariff even applies.

I built this practice to fix that. My approach starts with classification — not material assumptions, not country-of-origin shortcuts, not whatever the broker’s system defaults to. Get the classification right, and the tariff applicability, the duty exposure, and the refund eligibility all fall into place.

I also build tools. The IEEPA Refund Screener is a 9-tab, 521-formula Excel workbook I created because I needed it for my own client work — and realized every other broker and importer needed it too.

Career

20+ Years in Trade Compliance

From purchasing and logistics management to dedicated trade compliance advisory.

Jan 2026 — Present

Founder & Principal Consultant

Welch Customs & Trade Advisory LLC

Independent customs brokerage and trade advisory practice. Specializing in tariff classification, duty recovery, IEEPA/Section 232/301 compliance, and import cost optimization. Currently advising a German pharmaceutical machinery manufacturer on U.S. import compliance.

Sep 2025 — Present

Trade Compliance / Classification Specialist

CNH Industrial

Supporting U.S. import compliance and customs classification within a global agricultural and construction equipment manufacturing environment. HTSUS classification, duty-stacking analysis, and compliance audit support.

Sep 2023 — Apr 2025

Trade Compliance Specialist

West Pharmaceutical Services

Executed and maintained trade compliance programs for North America locations. Ensured compliance for cross-border transactions across procurement and sales activities.

Apr 2009 — Aug 2022

Buyer, Logistics & Compliance Manager

Aerzen USA

Led purchasing, logistics, and U.S. customs compliance for 13 years. Managed broker relationships, HTSUS classification, country-of-origin determinations, FTA eligibility, and C-TPAT participation. Achieved C-TPAT Tier II validation.

Feb 2016

Licensed Customs Broker

U.S. Customs and Border Protection — License #31532

Passed the October 2015 Customs Broker Exam. License obtained February 2016.

Advisory Philosophy

How I Work

I don’t just answer questions. I build systems that produce correct results consistently — and I document everything so your team can maintain it.

Classification First

Tariff applicability is determined by HTS classification — not material composition assumptions, not country-of-origin shortcuts. Get the classification right and everything downstream falls into place.

Scoped & Documented

Every engagement has a defined scope, a clear deliverable, and a formal recommendation. No open-ended retainers. No vague advisory. You know what you’re getting before the work starts.

Audit-Ready

Everything I produce is designed to withstand CBP scrutiny. Classification memos, broker instructions, and compliance frameworks are built to the standard a regulator expects — not just what’s convenient.

Licenses & Certifications

LCB

Licensed Customs Broker

U.S. CBP · #31532
Issued Feb 2016

C-TPAT

Customs-Trade Partnership Against Terrorism

Tier II Validated
Aerzen USA

Let’s Talk About Your Imports

Whether you need a classification review, an entry audit, or IEEPA refund screening — I’ll give you a straight answer.

Request a consultation
connect on LinkedIn

Welch Customs & Trade Advisory LLC

Independent Trade Compliance Advisory

Welch Customs & Trade Advisory LLC
Greater Philadelphia, PA
jim@welchcustoms.com

SERVICES

  • IEEPA Refund Screening
  • Entry Audit
  • Trade Compliance Advisory
  • IEEPA Screener Tool

RESOURCES

  • IEEPA Refund Guide
  • How to Read a 7501
  • 232 vs 301 Explained
  • CAPE Filing Guide

© 2026 Welch Customs & Trade Advisory LLC. All rights reserved.

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