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Principal; Investment Advisor Representative · Koenig Investment Advisory, LLC

Jeffrey L McCullough

CRD 5357489 · Named on Form ADV at one SEC-registered adviser

At a glance

Koenig Investment Advisory, LLC, an SEC-registered wealth manager based in Ashland, OR with $258 million in regulatory assets, lists Jeffrey L McCullough on its Form ADV as Principal; Investment Advisor Representative, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lorrie Anne MillerInvestment Advisor Representative; Chief Compliance Officer, Koenig Investment Advisory, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.