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Jeffrey Earl Otis

EVERGREEN CAPITAL MANAGEMENT LLC·BELLEVUE, Washington
Series 65Clean record18 years registeredEVERGREEN CAPITAL MANAGEMENT LLC
1412 112TH AVE NE, BELLEVUE, WA 98004CRD# 5423202Firm CRD# 104931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Earl Otis · BELLEVUE, WA
Registration
CRD #5423202 · EVERGREEN CAPITAL MANAGEMENT LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

EVERGREEN CAPITAL MANAGEMENT LLC
Jan 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 1, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EVERGREEN CAPITAL MANAGEMENT LLC
CRD 104931 · SEC 801-20248
AUM
$4.6B
Regulatory assets under management
Employees
36
2,924 client accounts
Services offered by EVERGREEN CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at EVERGREEN CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Jeffrey Earl Otis offer?
Jeffrey Earl Otis specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BELLEVUE, Washington for a consultation.
What are Jeffrey Earl Otis's credentials?
Jeffrey Earl Otis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Earl Otis located?
Jeffrey Earl Otis is based in BELLEVUE, Washington, working with EVERGREEN CAPITAL MANAGEMENT LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Jeffrey Earl Otis charge for services?
Jeffrey Earl Otis's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: negotiated fees for ad hoc unsolicited investment advice. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERGREEN CAPITAL MANAGEMENT LLC?
EVERGREEN CAPITAL MANAGEMENT LLC has approximately 36 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVERGREEN CAPITAL MANAGEMENT LLC

Olesya S Sinitsa
BELLEVUE, WA
Larry Pinkley Morris
BELLEVUE, WA
Jeffrey B Dicks
BELLEVUE, WA
Michael Jay Wiesmann
BELLEVUE, WA
William Wyatt Hay
BELLEVUE, WA
Jeffrey Michael Eulberg
BELLEVUE, WA

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