Jeffrey Michael Eulberg

Employer firm

Evergreen Capital Management LLC CRD 104931

$7.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Evergreen Capital Management Llc
  Bellveu, WA

Other Businesses

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

Designations

• Certified Financial Planner