# JEFFERY C. WELCH AND ASSOCIATES, INC.

JEFFERY C. WELCH AND ASSOCIATES, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 143092
- Type: SEC-registered investment adviser
- Phone: 831-207-9173
- Latest filing: 2026-03-03
- Regulatory AUM: $27.9M
- Discretionary AUM: $27.9M
- Clients: 2
- Accounts: 288

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143092/similar
- Related entities: https://search.stillhousedata.com/firm/143092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143092

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.