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Jeff Eulberg, J.D., CFP®

Managing Director, Ultra High Net Worth, Partner

 

 

Jeff is an alumnus of Portland State University, where he earned an undergraduate degree in finance. He also holds a law degree from Seattle University where he graduated Cum Laude. A Certified Financial Planner, Jeff joined ECM in 2005 and is a member of both the research team and investment committee. He plays an integral role in advancing our Wealth Planning services as we continue to look for additional ways to address our client’s financial needs. Jeff currently serves on O'Dea High School's Board of Directors and is a Portland State Foundation Board Trustee. 

Forbes named Jeff #9 Best-in-State Wealth Advisors in 2020, as well as Top 25 Next-Gen Best-in-State Wealth Advisors 2019.

DISCLOSURE

The rating of 2019 Top Next-Gen Wealth Advisor is based off several factors set by the Forbes and SHOOK Research. Forbes states the ranking are “based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.”  There were 29,334 nominations received, based on thresholds set by Forbes and SHOOK. Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. Follow the below link for more information on the methodology and list.

https://www.forbes.com/sites/rjshook/2019/06/25/2019-top-next-gen-wealth-advisors-methodology/#563860325630

 

The rating of 2020 Best-In-State Wealth Advisors is based off several factors set by the Forbes and SHOOK Research. According to Forbes the requirements for the list include; 7 years as an advisor, minimum 1 year at current firm, Advisor must be recommended, and nominated, by Firm, completion of online survey, over 50% of revenue/production must be with individuals, acceptable compliance record. Both quantitative and qualitative factors, including telephone and in-person meetings are used to determine the list.  Factors include revenue/production, AUM, client related data (such as retention), service model, investing process, fee structure, breadth of services, credentials, community involvement, use of team & team dynamics, community involvement and discussions with management and peers. There were 32,000 nominations received, based on thresholds set by Forbes and SHOOK. Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. Follow the below link for more information on the methodology.

 

https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#4e3aa75cfedc

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DISCLOSURES