Jeffery Welch (CRD# 1624759) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Templeton, CA and has over 37 years of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 6095912
San Luis Wealth Advisors
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jcwa Through Td Ameritrade Institutional | Templeton, CA | Jul 2012 - Current | 11 |
| Jeffery C. Welch And Associates | Springville, CA | Jan 2007 - Current | 17 |
| Brokersxpress, LLC | Chicago, IL | Jan 2007 - Jul 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
- CA
- TX
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts267ACCOUNTS
-
Average Account Value$92,795
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, MT, TX, WY
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