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Jeffrey Scott McCulloch

Managing MemberCascade Financial Partners, LLCCRD 4232179

About Jeffrey Scott McCulloch

Jeffrey Scott McCulloch is listed as Managing Member at Cascade Financial Partners, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Cascade Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Scott McCulloch work?

Jeffrey Scott McCulloch is listed as Managing Member at Cascade Financial Partners, LLC on SEC Form ADV.

How much of Cascade Financial Partners, LLC does Jeffrey Scott McCulloch own?

Form ADV reports a beneficial ownership band of 25-50%.

Cascade Financial Partners, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2023