Jeffrey Eulberg has been Director of Wealth Management and Owner of Evergreen Capital Management since January 2010, is a control person of the firm and directly owns between 5% and 10% of it. Jeffrey Eulberg holds a Juris Doctor from Seattle University and a Bachelor of Science in Finance from Portland State University.
Evergreen Capital Management LLC is a Bellevue, WA firm with $7.19B under management, 1,157 clients and 26 advisers across 6 offices, as of its March 2026 filing.
Jeff Eulberg is Managing Director, Family Office, and Partner of Evergreen Gavekal, based in Bellevue. He has held the Family Office position since the inception of the division and joined the firm in 2005. He is a General Partner of Evergreen Ventures, the firm's alternative investment platform, and was involved in launching it.
- – present · 16 yearsBellevue, WA · Adviser representative · Firm CRD 104931
Professional designations
Listed by Evergreen Capital Management
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
Jeffrey Eulberg is registered as an investment adviser representative in Washington, since February 2010.
- WashingtonSince 4 February 2010
Examinations
No examinations are on Jeffrey Eulberg’s record.
- Full name
- Jeffrey Michael Eulberg
- CRD
- 5749416
- Firm
- Evergreen Capital Management · CRD 104931
- Role
- Director of Wealth Management and Owner
- Office
- 10500 NE 8TH, SUITE 950, Bellevue, WA 98004
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- evergreengavekal.com
Where does Jeffrey Eulberg work?
Jeffrey Eulberg has been Director of Wealth Management and Owner of Evergreen Capital Management LLC since January 2010, and is a control person of the firm.
Is Jeffrey Eulberg a financial advisor?
Yes. Jeffrey Eulberg has a current investment-adviser registration in Washington, through Evergreen Capital Management since February 2010.
How many years of experience does Jeffrey Eulberg have?
Jeffrey Eulberg has 16 years in the financial industry, since February 2010, across 1 adviser firm.
Where is Jeffrey Eulberg based?
Jeffrey Eulberg’s registered office is in Bellevue, WA.
Is Jeffrey Eulberg registered with FINRA?
No. Jeffrey Eulberg has no current broker registration.
Is Jeffrey Eulberg a CFP?
Evergreen Capital Management lists Jeffrey Eulberg with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
Source: Jeff Eulberg, JD, CFP® biography, evergreengavekal.com
How can I verify Jeffrey Eulberg’s record?
Search CRD 5749416 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Eulberg’s full registration record.
Tyler HayMember/Chief Executive Officer
William HayChief Compliance Officer/Chief Operating Officer
Jeffrey DicksChief Investment Officer
Mark NicolettiManaging Director, Family Office
Jeffrey OtisDirector of Private Wealth and Owner
Jeffrey RazoreBrand Development Manager /Member
Michael WiesmannCustomer Relationship Manager/Member- Olesya SinitsaMember