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).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • 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
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.
Showing 1 - 2 of 2 top financial advisors.
1
Jeremy S. Becker
CRD#: 4870401
Templeton, CA

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 C. Welch
CRD#: 1624759
Templeton, CA

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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