JEFFERY C. WELCH AND ASSOCIATES, INC.
CRD 143092
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$27.9M
Discretionary AUM
$27.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 277 | $4.4M |
| High net worth individuals | 10 | $23.4M |
| Corporations/business entities | 1 | $233K |
All web addresses on file
Official SEC filing: View on IAPD