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RIA / WealthAdvisor15 years in industry

JEFFREY B DICKS

Advisor at EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9b89dde-5a67-df9f-c4f7-544098278b85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Aug 1, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jeffrey B Dicks

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERGREEN CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jun 26, 2012
Dual registered: no
IAPD individual key: 4998034

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERGREEN CAPITAL MANAGEMENT LLC	Independent wealth	Jul 6, 2012	n/a	yes	BELLEVUE, WA	Current employment

Relationships

Registered with (1)

→ EVERGREEN CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 6, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9b89dde-5a67-df9f-c4f7-544098278b85
First observed: Aug 1, 2011
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY B DICKS

Advisor at EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9b89dde-5a67-df9f-c4f7-544098278b85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EVERGREEN CAPITAL MANAGEMENT LLC

Independent wealth

Jul 6, 2012

n/a

yes

BELLEVUE, WA

Current employment