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Jeffrey Razore, portrait

Jeffrey Razore

Brand Development Manager /Member at Evergreen Capital Management

Firm officerUpdated

Jeffrey Razore has been Brand Development Manager /Member of Evergreen Capital Management LLC, a Bellevue, WA investment adviser managing $7.19B, since August 2010.

16
Years in role
$7.19B
Firm AUM
1,157
Firm clients
26
Firm advisers

From Form ADV filed 26 March 2026Form ADV

Career

Jeffrey Razore is not listed as a control person, but directly owns under 5% of Evergreen Capital Management. Jeffrey Razore studied at the University of Washington.

Evergreen Capital Management is an investment adviser based in Bellevue, WA, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $7.19 billion, as filed on 26 March 2026. Its fees, ownership and offices are on the firm’s profile.

Jeff Razore is Business Development Officer and Partner of Evergreen Gavekal in its Bellevue office. He leads relationship management efforts and cultivates strategic partnerships throughout the Pacific Northwest. He founded The Tacoma Swish, a basketball program that provides opportunity and support to youth.

Key facts

CRD
6044763
Role
Brand Development Manager /Member
In role since
August 2010 · 16 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Bellevue, WA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jeffrey Razore work?

Jeffrey Razore has been Brand Development Manager /Member of Evergreen Capital Management LLC since August 2010.

Source: Form ADV, Schedule A, filed 26 March 2026

How can I verify Jeffrey Razore’s record?

Jeffrey Razore’s role is listed on Evergreen Capital Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 104931.

Source: Form ADV, Schedule A, filed 26 March 2026

Leadership at Evergreen Capital Management

Sources

  1. IAPD individual lookup, CRD 6044763, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Evergreen Capital Management LLC, filed 26 March 2026. Title, control and ownership bands.
  3. Evergreen Capital Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.