Jeffery Welch
Jeffery Welch is a registered investment advisor at Cetera Investment Advisers LLC, based in West Plains, MO, with 9 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1386 Bill Virdon Blvd., West Plains, MO, 65775
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery owns Welch, PLLC, a law practice providing estate and business planning services, and spends about 10-20% of his time there. He also owns Welch, Couch & Company, PA, a CPA firm, dedicating nearly full-time hours, and WC Wealth Management LLC, where he will offer wealth management services, spending about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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