Jeffrey L. Mccullough

KOENIG INVESTMENT ADVISORY

Ashland, OR 97520

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CRD#: 5357489

Professional summary

Jeffrey L Mccullough, CFP®, who also goes by Jeffrey Leverett Mccullough, is a registered financial advisor currently at KOENIG INVESTMENT ADVISORY, LLC located in Ashland, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Leverett Mccullough

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey L Mccullough's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

November 26, 2020 - Present

KOENIG INVESTMENT ADVISORY, LLC

Office #1: 739 N Main Street, Ashland, OR 97520

RIA

CRD#: 311422

Ashland, OR

Past

August 21, 2018 - June 2, 2020

MYLAUNCH, LLC

RIA

CRD#: 283205

MEDFORD, OR

Past

May 20, 2014 - March 23, 2021

KOENIG INVESTMENT ADVISORY, LLC

RIA

CRD#: 117098

MEDFORD, OR

Past

March 13, 2013 - May 12, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

SEATTLE, WA

Past

March 13, 2013 - May 12, 2014

LPL FINANCIAL LLC

CRD#: 6413

SEATTLE, WA

Past

January 20, 2009 - October 23, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FEDERAL WAY, WA

Past

January 20, 2009 - October 23, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FEDERAL WAY, WA

Past

January 16, 2008 - August 1, 2008

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

BELLEVUE, WA

Past

June 29, 2007 - August 1, 2008

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

BELLEVUE, WA

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".

KOENIG INVESTMENT ADVISORY, LLC

CONDOR WEALTH MANAGEMENT, LLC | KOENIG INVESTMENT ADVISORY, LLC

CRD#: 311422 / SEC#: 801-119834

RIA

Registered Investment Advisory firm - (11/20/2020 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

Oregon
(12/7/2020)

IAR

Texas
(11/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/2/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/28/2007

General Securities Representative Examination

Current Firm

KOENIG INVESTMENT ADVISORY, LLC

CONDOR WEALTH MANAGEMENT, LLC | KOENIG INVESTMENT ADVISORY, LLC

CRD#: 311422 / SEC#: 801-119834

RIA

Registered Investment Advisory firm - (11/20/2020 Approved)

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Contact information

Main Address

739 N Main Street, Ashland, OR 97520

Mailing Address

Phone number

(541) 608-0551

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/28/2025)

Regulatory assets under management

Total Number of Accounts	597
AUM (Assets Under Management)	$ 240,549,891

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey L. Mccullough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey L Mccullough's CRS (Customer Relationship Summary).

Certified licenses

Experience

MYLAUNCH, LLC

KOENIG INVESTMENT ADVISORY, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

KOENIG INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/2/2008

Series 63

Date: 12/17/2007

Series 7

Date: 6/28/2007

Current Firm

KOENIG INVESTMENT ADVISORY, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KOENIG INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

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