Jeffrey McCullough
Koenig Investment Advisory · Ashland, Oregon
Jeffrey McCullough is a fee-only financial advisor at Koenig Investment Advisory in Ashland, Oregon, who holds the CFP credential. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Koenig Investment Advisory |
|---|---|
| Based in | Ashland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $258.2M across 599 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 5357489 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.koeniginvestment.com |
| Profile |
How Jeffrey's firm compares
- Koenig Investment Advisory's average account is about $431,000, from its Form ADV (assets managed divided by 599 accounts).
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Questions about Jeffrey
Is Jeffrey McCullough a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Koenig Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
How much does Jeffrey charge?
According to Koenig Investment Advisory's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Jeffrey McCullough based?
Jeffrey McCullough is based in Ashland, Oregon.
What credentials does Jeffrey McCullough hold?
Jeffrey McCullough holds the CFP credential.
Is Jeffrey McCullough registered with the SEC?
Yes. Jeffrey McCullough is registered as an investment adviser representative in OR and TX (CRD 5357489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Koenig Investment Advisory manage?
Koenig Investment Advisory reports $258.2M across 599 accounts in assets under management.
How do I contact Jeffrey McCullough?
Through Jeffrey's website, www.koeniginvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Koenig Investment Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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