JEFFREY S. MCCULLOCH
CASCADE FINANCIAL PARTNERS | Wealth Manager
SAN DIEGO, CA 92130
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CRD#: 4232179
Professional summary
JEFFREY SCOTT MCCULLOCH, AIF®, who also goes by Jeff Mcculloch, is a registered financial advisor currently at CASCADE FINANCIAL PARTNERS, LLC located in San Diego, California.
JEFFREY is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. JEFFREY has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Biography
Jeff serves as a Wealth Manager, working directly with clients to develop and implement a cohesive strategy to address their financial, investment, insurance, tax, charitable and estate planning needs.
Prior to joining Creative Planning, Jeff was a Wealth Manager and Principal at one of the nation's largest investment advisory firms where he worked directly with high net-worth individuals and families. He was responsible for having a holistic understanding of his clients' circumstances and worked closely with them to ensure they achieved their goals. Over the course of his career, Jeff has developed an in-depth knowledge of serving clients and providing comprehensive wealth management specifically for the needs of high net-worth households.
Jeff graduated from Northwestern University with degrees in both statistics and economics. Over the years, he has stayed involved with the university through the local alumni club and most recently served two terms on the board of the national Northwestern Alumni Association. Locally, Jeff serves on the board of Social Advocates for Youth (SAY) San Diego helping at-risk youth in the community and has served as President in prior years.
Jeff is a native San Diegan where he currently lives with his wife and four children. He enjoys the outdoors and can often be found ocean swimming or camping with the family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Mcculloch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
F&S Endeavor LLC.; San Diego, CA; Investment-Related; Private Placement Investments; Member; 12/31/19; No time spent on the business on a daily basis; Family created LLC to jointly purchase and hold real estate.
CRS (Client Relationship Summary) - RIA
Click below to view JEFFREY SCOTT MCCULLOCH's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 25, 2023 - Present
CASCADE FINANCIAL PARTNERS, LLC
Office #1: 3579 Valley Centre Drive Suite 125, San Diego, CA 92130RIA
CRD#: 326620
SAN DIEGO, CA
Past
June 2, 2016 - August 28, 2023
CREATIVE PLANNING
RIA
CRD#: 105348
OVERLAND PARK, KS
Past
October 4, 2013 - August 29, 2017
GUPTA WEALTH MANAGEMENT, LLC
RIA
CRD#: 161721
SAN DIEGO, CA
Past
August 27, 2008 - October 15, 2013
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
LA JOLLA, CA
Past
August 27, 2008 - October 15, 2013
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
LA JOLLA, CA
Past
March 9, 2001 - September 3, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN DIEGO, CA
Past
October 24, 2000 - September 3, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CASCADE FINANCIAL PARTNERS, LLC
AMPOAK LLC | CASCADE FINANCIAL PARTNERS, LLC
CRD#: 326620 / SEC#: 801-128042
RIA
Registered Investment Advisory firm - (5/26/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/25/2023)
IAR
Texas(4/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CF
CASCADE FINANCIAL PARTNERS, LLC
AMPOAK LLC | CASCADE FINANCIAL PARTNERS, LLC
CRD#: 326620 / SEC#: 801-128042
RIA
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Contact information
Main Address
3579 Valley Centre Drive Suite 125, San Diego, CA 92130
Mailing Address
Phone number
(858) 379-6701
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,069 |
| AUM (Assets Under Management) | $ 1,160,595,429 |
Red Flags
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Company Information
CASCADE FINANCIAL PARTNERS, LLC
Wealth ManagerCRD#: 326620San Diego, CA 92130TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
