Jeffrey Earl Otis
Director Of Private Wealth And OwnerEvergreen Capital Management LLCCRD 5423202
About Jeffrey Earl Otis
Jeffrey Earl Otis is listed as Director Of Private Wealth And Owner at Evergreen Capital Management LLC in Bellevue, WA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Evergreen Capital Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Earl Otis work?
Jeffrey Earl Otis is listed as Director Of Private Wealth And Owner at Evergreen Capital Management LLC on SEC Form ADV.
How much of Evergreen Capital Management LLC does Jeffrey Earl Otis own?
Form ADV reports a beneficial ownership band of Under 5%.
Evergreen Capital Management LLC
| Title | Director Of Private Wealth And Owner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |