Jeremy Becker (CRD# 4870401) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Templeton, CA and has over 19 years of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 6095912
San Luis Wealth Advisors
CRD# 2562831
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jeffery C. Welch And Associates,inc. | Templeton, CA | Jul 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- CA
- MT
- TX
- WY
-
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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