Jeffery C. Welch and Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,712,002
Clients
287
Advisors
2
of 2 employees
About
The firm provides discretionary investment supervisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and business entities, managing approximately $27.9 million across about 287 client relationships. It prepares individualized investment policy statements and offers ongoing portfolio monitoring and monthly reporting to clients.
JCWA employs a blend of charting, fundamental and technical analysis and uses both traditional securities and option strategies in client portfolios; the brochure highlights a formal covered-call managed portfolio and the use of covered-call writing to generate income. Accounts are managed on a discretionary basis with documented risk tolerances and at least monthly reviews.
Noteworthy among peers, the firm explicitly offers managed covered-call portfolios and discloses options and spread strategies as a regular part of its investment program, and its principals are also licensed insurance agents who may offer commissionable insurance products (a disclosed potential conflict). The firm requires custody at its recommended custodian (Charles Schwab Advisor Services) and manages client assets internally rather than selecting third‑party managers.
Client services
Expertise
Fee options
One-time 1.00% fee on amounts deposited into the account including initial deposit (Non-Covered Call Portfolios)
$0 - $250,000: 1.75% annually (Covered Call Managed Portfolios) $250,001 - $500,000: 1.50% annually (Covered Call Managed Portfolios) $500,001 - $1,000,000: 1.25% annually (Covered Call Managed Portfolios) Above $1,000,000+: 1.00% annually (Covered Call Managed Portfolios) $0 - $250,000: 1.80% annually (Non-Covered Call Portfolios) $250,001 - $500,000: 1.40% annually (Non-Covered Call Portfolios) $500,001 - $1,000,000: 1.00% annually (Non-Covered Call Portfolios) Above $1,000,000+: 0.75% annually (Non-Covered Call Portfolios)
Account minimum: $50,000 (waivable) Fee-only: Annual fees as per tiered schedule, negotiable
Main office
Templeton CA
Advisors at this office
2
Most active in
California · Montana · Texas · Wyoming
Also doing business as
Inheritance Builders · Jeffery C. Welch And Associates, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeremy B
Series 66
Templeton, CA
Jeffery C. Welch and Associates, Inc.
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 W
Series 63
Templeton, CA
Jeffery C. Welch and Associates, Inc.
Jeffery Welch is a financial advisor with Jeffery C. Welch and Associates, Inc. in Templeton, CA, holding a Series 63 designation and 27 years of industry experience. He has been associated with his firm since 2007 and has also worked with Brokersxpress, LLC. In addition to advisory services, he holds a California insurance license and works as an independent contractor for several life insurance companies. Jeffery C. Welch and Associates, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios, including the use of options strategies such as covered calls and spreads, with assets custodied at TD Ameritrade Institutional.
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