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Jeff Edward Flohr

Flohr Asset Management, LLC

Seabeck, WA

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Current Employers
Flohr Asset Management, Llc

Seabeck, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2013-01-11
  • WA RA
    APPROVED
    Since 2013-01-11

Branch Locations

Seabeck, WA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Flohr Asset Management, Llc Bellevue WA 11/2011 Present
Flohr Consulting Group, Llc Bellevue WA 01/2021 Present
Previous Registrations
  • 2010-08-23 → 2013-01-22
    Symbequity Investment Advisory, Llc
    Spokane Valley, WA
  • 1997-12-31 → 2010-12-20
    Lakeside Capital Management Llc
    Seattle, WA
Other Businesses

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 75% 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-09-23
S63 Uniform Securities Agent State Law Examination 1991-08-08
  • S65 Uniform Investment Adviser Law Examination
    1993-09-23
  • S63 Uniform Securities Agent State Law Examination
    1991-08-08

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