Jeffrey McCullough, financial advisor Medford OR
93 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mylaunch, LLC Medford, OR Apr 2016 - Current < 1
Koenig Investment Advisory, LLC Medford, OR May 2014 - Current 2
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
Seattle University Seattle, WA Jan 2006 - Dec 2007 1
Pacific Capital Resource Group Bellevue, WA Oct 2006 - Nov 2007 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):
  • CA
  • CO
  • WA
  • OR
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $254,067
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

CA, CO, NE, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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