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
Jeremy Becker	Templeton, CA	19
Jeffery Welch	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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support