Jeffrey McCullough, financial advisor Medford OR
96 score

Jeffrey McCullough

CRD Number: 5357489
Current Firm: Koenig Investment Advisory, LLC

Jeffrey McCullough (CRD# 5357489) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 10 years of experience in the finance industry. Jeffrey McCullough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mylaunch, LLC Medford, OR Apr 2016 - Current 2
Koenig Investment Advisory, LLC Medford, OR May 2014 - Current 4
Lpl Financial Seattle, WA Mar 2013 - May 2014 1
Standard Parking Seatte, WA Oct 2009 - Feb 2013 3
Bank Of America, N.a. Federal Way, WA May 2011 - Oct 2012 1
Merrill Lynch Federal Way, WA Nov 2008 - Oct 2012 3
American College Seattle, WA Apr 2008 - Nov 2008 < 1
Pacific Capital Resource Group Bellevue, WA Nov 2007 - Jul 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Jeffrey L. McCullough
Phone Number: 541-608-0551
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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