Jeffery C. Welch and Associates, Inc.

Jeremy Becker is a financial advisor at Jeffery C. Welch and Associates, Inc. in Templeton, CA, with 18 years of industry experience. He holds the Series 66 designation and has been with Jeffery C. Welch and Associates since 2007. Outside of his advisory role, Becker is involved in training dogs for Type 1 diabetics through a family-run business called Duty Dogs. Jeffery C. Welch and Associates provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and charting analysis, with a notable focus on options strategies such as covered calls to generate income and manage risk.

Jeffery Welch is a financial advisor with Jeffery C. Welch and Associates, Inc. in Templeton, CA, holding a Series 63 designation and 27 years of industry experience. He has been associated with his firm since 2007 and has also worked with Brokersxpress, LLC. In addition to advisory services, he holds a California insurance license and works as an independent contractor for several life insurance companies. Jeffery C. Welch and Associates, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios, including the use of options strategies such as covered calls and spreads, with assets custodied at TD Ameritrade Institutional.