Jeff E. Flohr

FLOHR ASSET MANAGEMENT

Seabeck, WA

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CRD#: 2151276

Professional summary

Jeff Edward Flohr is a registered financial advisor currently at FLOHR ASSET MANAGEMENT, LLC located in Seabeck, Washington.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jeff has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

On 1/12/2016 Jeff became a board member of LensVector, a private company whose address is 6203 San Ignacio Avenue Suite #110 San Jose, CA 95119. Lensvector's primary business is the shaping and steering of light using dynamic molecular optical technology. Jeff attends board meetings and devotes approx 12 hours per year on this activity. He does not receive any compensation for this board position. Flohr Consulting Group, LLC; non-investment related consulting; 10900 NE 4th Street, Suite 2300, Bellevue, WA 98004; This entity was formed January 15, 2021. Jeff Flohr is the managing member. Jeff does not limit his working day to traditional business hours and is generally available when his consulting clients need his services, including during the trading day, evenings, and weekends. The number of hours he spends on his consulting business varies too much to approximate but averages approximately 50% of his overall working time. Services provided are outside the scope of investment management and do not include valuation of securities, or the advisability of investing in, purchasing, or selling securities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Edward Flohr's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 11, 2013 - Present

FLOHR ASSET MANAGEMENT, LLC

RIA

CRD#: 159282

Seabeck, WA

Past

August 23, 2010 - January 22, 2013

SYMBEQUITY INVESTMENT ADVISORY, LLC

RIA

CRD#: 150055

SEATTLE, WA

Past

December 31, 1997 - December 20, 2010

LAKESIDE CAPITAL MANAGEMENT LLC

RIA

CRD#: 108155

SEATTLE, WA

Past

October 27, 1992 - January 4, 2000

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

Past

August 5, 1991 - April 3, 1992

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(1/11/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/23/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/2/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/3/1997

General Securities Principal Examination

Current Firm

FLOHR ASSET MANAGEMENT, LLC

CRD#: 159282 / SEC#:

Washington

Registered Investment Advisory firm - (1/11/2013 Approved)

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Contact information

Main Address

Seabeck, WA

Mailing Address

Po Box 962, Bellevue, WA 98009

Phone number

(206) 369-3961

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 27,331,299

Red Flags

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Jeff E. Flohr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Edward Flohr's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLOHR ASSET MANAGEMENT, LLC

SYMBEQUITY INVESTMENT ADVISORY, LLC

LAKESIDE CAPITAL MANAGEMENT LLC

KMS FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/23/1993

Series 63

Date: 8/8/1991

Series 7

Date: 8/2/1991

Series 24

Date: 10/3/1997

Current Firm

FLOHR ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLOHR ASSET MANAGEMENT, LLC

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