A complete list of active advisors currently associated with Jeffery C. Welch and Associates, Inc.
Warmer can help you find a great advisor at Jeffery C. Welch and Associates, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Jeffery C. Welch and Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Templeton, CA
| 19
| |
Templeton, CA
| 27
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")