JE
Jeffrey M. Eulberg
EVERGREEN CAPITAL MANAGEMENT LLC | Managing Director, Partner
BELLEVUE, WA 98004
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CRD#: 5749416
JE
Professional summary
Jeffrey Michael Eulberg, CFP® is a registered financial advisor currently at EVERGREEN CAPITAL MANAGEMENT LLC located in Bellevue, Washington.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jeffrey has worked at 1 firm .
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Financial planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name of business: O'Dea High School Campaign Board Investment-related: no Address: 802 Terry Ave, Seattle, WA 98104 Nature of business: Help create and promote campaigns for the high school Position: Board member Start date: 1/1/23 Hours: 4/month
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Eulberg'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®
CFP®
Start date: 2009
Experience
Current
February 4, 2010 - Present
EVERGREEN CAPITAL MANAGEMENT LLC
Office #1: 10500 Ne 8th Suite 950, Bellevue, WA 98004RIA
CRD#: 104931
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".
EC
EVERGREEN CAPITAL MANAGEMENT LLC
EVERGREEN CAPITAL MANAGEMENT LLC | EVERGREEN GAVEKAL
CRD#: 104931 / SEC#: 801-20248
RIA
Registered Investment Advisory firm - (12/1/1983 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
Washington(2/4/2010)
Exams
Current Firm
EC
EVERGREEN CAPITAL MANAGEMENT LLC
EVERGREEN CAPITAL MANAGEMENT LLC | EVERGREEN GAVEKAL
CRD#: 104931 / SEC#: 801-20248
RIA
Registered Investment Advisory firm - (12/1/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1412 112th Ave Ne Suite 100, Bellevue, WA 98004
Mailing Address
Phone number
(425) 467-4600
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,147 |
| AUM (Assets Under Management) | $ 5,217,923,207 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 10/28/2024 | ||
| 12/21/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EVERGREEN CAPITAL MANAGEMENT LLC
Managing Director, PartnerCRD#: 104931Bellevue, WA 98004TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
