Heidi Mathews Jeromanovs
Investment adviser representative at Evergreen Capital Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Evergreen Capital Management LLCDec 2018 to now
- Evergreen GavekalNov 2018 to now
- Self-employedJun 2012 to now
- Vision Capital ManagementApr 2017 to Nov 2018
- Key Private BankOct 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OR).
Evergreen Capital Management LLC
$7.2BAssets managed
1,157Clients
28Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5150488
- Firm CRD
- 104931