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 $13,811,490 in 146 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $94,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Jeffery C. Welch And Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeremy S. Becker
CRD#: 4870401
Cody, WY
93
Wealthminder
score

Jeremy Becker (CRD# 4870401) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Cody, WY and has over 12 years of experience in the finance industry.

2
Jeffery C. Welch
CRD#: 1624759
Atascadero, CA
93
Wealthminder
score

Jeffery Welch (CRD# 1624759) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Atascadero, CA and has over 29 years of experience in the finance industry.

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