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
| 28
|
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