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.
- CRD
- 6044763
- Firm
- Evergreen Capital Management · CRD 104931
- 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
- Firm bio
- evergreengavekal.com
Where does Jeffrey Razore work?
Jeffrey Razore has been Brand Development Manager /Member of Evergreen Capital Management LLC since August 2010.
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.
Tyler HayMember/Chief Executive Officer
William HayChief Compliance Officer/Chief Operating Officer
Jeffrey DicksChief Investment Officer
Jeffrey EulbergDirector of Wealth Management and Owner
Mark NicolettiManaging Director, Family Office
Jeffrey OtisDirector of Private Wealth and Owner
Michael WiesmannCustomer Relationship Manager/Member- Olesya SinitsaMember
