Gentleman speaking in boardroomCentral Valley Investment Services and Raymond James Financial Services
A Team Approach
We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we’ll help you take a conservative approach to growing and preserving your wealth.
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Jerry Lawless
Jerry is an experienced investment advisor with 30 years of industry experience and has loyally served with Central Valley Community Bank since 1996. He believes in a collaborative approach to wealth management and strives to understand each client’s individual goals.

Specialties:
  • Mutual Fund Portfolios
  • Exchange Traded Funds
  • Retirement Income Planning
  • Life Insurance
  • General Securities

Licenses:
  • Series 24, 7 and 63 Securities Licenses
  • Accredited Investment Fiduciary (AIF)
  • California Life Insurance License #0806649

Hobbies:
Outside of the office, Jerry enjoys spending quality time with his family.
 
Branches Served:
  • River Park
  • Clovis Main
  • Herndon & Fowler
  • Prather

Contact Jerry:
Email: Jerry.Lawless@raymondjames.com
Phone: (559) 297-6179

Address:
Central Valley Community Bank, Clovis Main
600 Pollasky Ave.
Clovis, CA, 93612






Jerry Lawless

Jerry Lawless,
Financial Advisor
California Insurance License #0806649


Tim Welch
With over 30 years of industry experience in the financial services industry, Tim is a licensed investment advisor that believes in a holistic approach to investment services. He strives to educate and equip clients with the knowledge to choose the most suitable investment strategy and product design for their specific financial needs, goals and dreams. Tim has built a reputation for his commitment to this comprehensive-solution focused approach, delivered with constant personal attention and a commitment to his clients' best interests.
 
Specialties:
  • Financial Planning
  • Fixed Income Services
  • Portfolio Management
  • Retirement Planning
  • Risk Management
  • Longevity Planning

Licenses:
  • Series 7, 24, 53, 63 and 65 Securities Licenses
  • Registered States: AZ, CA, ID, TX, WA
  • California Insurance License #0D11400
  • Arizona Insurance License #3896927

Involvement:
  • Madera Community Hospital Foundation – Director
  • USA Swimming – Official

Hobbies:
Outside of the office, Tim enjoys spending quality time with his wife, Tammy, and his two daughters. You can also find him officiating high school and local area swim meets and cheering on the Fresno State Bulldogs.


Branches Served:
  • Fresno Downtown
  • Fig Garden Village
  • Kerman
  • Madera
  • Oakhurst
  • Visalia Mission Oaks
  • Visalia Floral
  • Exeter

Contact Tim:
Email: timothy.welch@raymondjames.com
Phone: (559) 323-3407

Address:
Central Valley Community Bank, Visalia Floral
120 North Floral Street
Visalia, CA 93291

Tim Welch photo

Tim Welch,
Financial Advisor
California Insurance License #0D11400


Important Consumer Information:

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Central Valley Investment Services and Central Valley Community Bank are not registered broker/dealers, and are independent of Raymond James Financial Services.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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