# Jeffery C. Welch and Associates

Jeffery C. Welch and Associates is a RIA based in Fort Worth, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, Texas, United States
- **Founded:** 1981
- **Assets under management:** $100M - $500M (Altss estimate)
- **Website:** jewelchcap.com

## Regulatory record

- **CRD number:** 143092
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-03T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143092

## About

JEFFERY C. WELCH AND ASSOCIATES, INC. is a state-registered investment adviser in TEMPLETON, CA. The firm manages approximately $28 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Energy Transition & Renewables
- Real Estate
- Private Credit

## People

- Jeffery C. Welch — Founder and President

## Related profiles

- [Williams and Schiller Wealth Management](https://altss.com/profile/williams-and-schiller-wealth-management-llc)
- [Lovett Investment Consulting](https://altss.com/profile/lovett-investment-consulting-llc)

---

Last updated: 2026-07-06T01:24:19.029Z

Canonical page: https://altss.com/profile/jeffery-c-welch-and-associates-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology