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Jeremy Adam Welch

Investment Adviser Representative at BURTON ENRIGHT WELCH

Walnut Creek, CACRD #4812552Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeremy Adam Welch has worked in the securities industry since 2008. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/22/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 6/6/2005
Series 7
General Securities Representative Examination
Passed 8/31/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Standard (high rate)1.50%
High-net-worth (low rate)0.30%
Source

Burton Enright Welch Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BURTON ENRIGHT WELCHCurrent
1/1/2008Walnut Creek, CA
ROYAL ALLIANCE ASSOCIATES, INC.
2/7/20088/16/2012Walnut Creek, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BURTON ENRIGHT WELCH

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View BURTON ENRIGHT WELCH firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Adam Welch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeremy Adam Welch - Financial Advisor in Walnut Creek, CA | AdvisorFinder