Jeremy Becker is a financial advisor at Jeffery C. Welch and Associates, Inc. in Templeton, CA, with 18 years of industry experience. He holds the Series 66 designation and has been with Jeffery C. Welch and Associates since 2007. Outside of his advisory role, Becker is involved in training dogs for Type 1 diabetics through a family-run business called Duty Dogs. Jeffery C. Welch and Associates provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and charting analysis, with a notable focus on options strategies such as covered calls to generate income and manage risk.

Jeffery Welch is a financial advisor with Jeffery C. Welch and Associates, Inc. in Templeton, CA, holding a Series 63 designation and bringing 28 years of industry experience. He has been with his current firm since 2007 and previously worked at Cetera Wealth Services, LLC. Welch is also an independent contractor licensed to sell annuities and life insurance. Jeffery C. Welch and Associates provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, and business entities, managing approximately $27.9 million across about 287 client relationships. The firm uses a blend of charting, fundamental and technical analysis, incorporates traditional securities and option strategies including managed covered-call portfolios, and manages accounts on a discretionary basis with documented risk tolerances and monthly reviews.