JEFFERY C. WELCH AND ASSOCIATES, INC.

JEFFERY C. WELCH AND ASSOCIATES, INC. is an SEC-registered investment adviser (CRD 143092). Regulatory assets under management: $27.9M.

Registration

• CRD: 143092
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 143092 on SEC IAPD (source of record)
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