Unclaimed Profile

Jeffrey L Mccullough

KOENIG INVESTMENT ADVISORY, LLC·ASHLAND, Oregon

Series 7, Series 63, Series 65CFPClean record18 years registeredKOENIG INVESTMENT ADVISORY, LLC

739 N MAIN STREET, ASHLAND, OR 97520CRD# 5357489Firm CRD# 311422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey L Mccullough · ASHLAND, OR

Registration

CRD #5357489 · KOENIG INVESTMENT ADVISORY, LLC · 18 years registered

Brand Profile

Not yet started

Career History

KOENIG INVESTMENT ADVISORY, LLC

Nov 2020 – present

MYLAUNCH, LLC

Aug 2018 – Jun 2020

MEDFORD, OR

KOENIG INVESTMENT ADVISORY, LLC

May 2014 – Mar 2021

MEDFORD, OR

LPL FINANCIAL LLC

Mar 2013 – May 2014

SEATTLE, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2009 – Oct 2012

FEDERAL WAY, WA

HORNOR, TOWNSEND & KENT, INC.

Jan 2008 – Aug 2008

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 16, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOENIG INVESTMENT ADVISORY, LLC

CRD 311422 · SEC 801-119834

AUM

$226M

Regulatory assets under management

Employees

605 client accounts

Services offered by KOENIG INVESTMENT ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOENIG INVESTMENT ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey L Mccullough offer?

Jeffrey L Mccullough specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ASHLAND, Oregon for a consultation.

What are Jeffrey L Mccullough's credentials?

Jeffrey L Mccullough holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey L Mccullough located?

Jeffrey L Mccullough is based in ASHLAND, Oregon, working with KOENIG INVESTMENT ADVISORY, LLC. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.

How does Jeffrey L Mccullough charge for services?

Jeffrey L Mccullough's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOENIG INVESTMENT ADVISORY, LLC?

KOENIG INVESTMENT ADVISORY, LLC has approximately 3 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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