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Current Employers
Jeffery C. Welch And Associates, Inc.

Templeton, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-30
MT RA APPROVED 2018-05-15
WY RA APPROVED 2018-04-25
TX RA APPROVED_RES 2013-03-15
  • CA RA
    APPROVED
    Since 2025-10-30
  • MT RA
    APPROVED
    Since 2018-05-15
  • WY RA
    APPROVED
    Since 2018-04-25
  • TX RA
    APPROVED_RES
    Since 2013-03-15

Branch Locations

Templeton, CA • United States

Cody, WY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jeffery C. Welch And Associates,Inc. Templeton CA 07/2007 Present
  • 07/2007 → Present
    Jeffery C. Welch And Associates,Inc.
    Templeton, CA
Previous Registrations
Other Businesses

Duty Dogs - Approx 6 hours/month. Train dogs for Type 1 diabetics. Start date 2014. Address is home address. The entire family is involved in this business. Annuity and life insurance sales - Independent Contractor with various life insurance companies. Licensed in CA, WY and MT. Plexus Worldwide - Ambassador in this network marketing firm that sells health food products. I receive override income from the sale of Plexus products through folks under my umbrella. I am inactive in this busines but still receive a small amount of income due to the sales from others. Started in 2014. Plexus is in Scottsdale, AZ. I spend no time each month in this business. It's strictly passive income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-29
  • S66 Uniform Combined State Law Examination
    2004-10-29

View on SEC IAPD

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