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Jeffrey Earl Otis

EVERGREEN CAPITAL MANAGEMENT LLC·BELLEVUE, Washington
Unclaimed Profile
1412 112TH AVE NE, BELLEVUE, WA 98004CRD# 5423202Firm CRD# 104931
01

About

Jeffrey Earl Otis is a registered financial advisor based in BELLEVUE, Washington, affiliated with EVERGREEN CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EVERGREEN CAPITAL MANAGEMENT LLC
EVERGREEN CAPITAL MANAGEMENT LLC
AUM
$4.6B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at EVERGREEN CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE
Regulatory
SEC/IARD CRD# 5423202
Firm CRD# 104931
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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