Jeffery C. Welch And Associates, Inc.
Jeffery C. Welch And Associates, Inc. (CRD# 143092) is a financial advisory firm headquartered in Templeton, CA. They manage $24,776,265 in 267 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Jeffery C. Welch And Associates, Inc.
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts267ACCOUNTS
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Average Account Value$92,795
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MT, TX, WY
Financial Advisors at Jeffery C. Welch And Associates, Inc.
1
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.
2
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.
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