Jeffrey John Flamman

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1984 → Present
  Home Life
  Lake Success, NY
• 01/1991 → Present
  Pmg Securities Corporation
  New York, NY
• 08/2010 → Present
  Lincoln Investment
  East Islip, NY

Previous Registrations

• 2008-09-22 → 2010-08-02
  Mm Ascend Life Investor Services, Llc
  Cincinnati, OH
  Cincinnati, OH
  East Setauket, NY
  East Islip, NY

Other Businesses

FINANCIAL PLANNING ANALYSTS LLC POSITION: SOLICITOR, NATURE: MANAGED INVESTMENT ACCOUNTS INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2002 ADDRESS: 734 WALT WHITMAN RD., SUITE 301, MELVILLE NY 11747 DESCRIPTION: REVIEW INVESTMENTS AND PERFORMANCE WITH EXISTING CLIENTS ONLY. MONEYGIFTSHOP.COM POSITION: Part owner NATURE: retail sales through affiliate program INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2013 ADDRESS: 8 Brandywine Dr., Setauket NY 11733, United States DESCRIPTION: assisting in making decisions on the website. Adding new products and making design decisions. There has been very little activity with this. JEFFREY J FLAMMAN POSITION: Sole proprietor sales of life, fixed annuity, and health products NATURE: Life, health and fixed annuity insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1985 ADDRESS: 143 East Main St, East Islip NY 11730, United States DESCRIPTION: Sales and service of life, fixed annuity, and health products PGP ENERGY POSITION: Sole proprietor - sales from ESCO NATURE: Natural gas and electricity sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2010 ADDRESS: 143 east main st., East Islip NY 11730, United States DESCRIPTION: Compare utility bills of clients current provider with ESCO through PGP Energy. If client wants to switch to PGP energy's ESCO then complete paper work to have local utility make the change. I have not actively pursued any new clients in this business for 8 years and don't plan on adding any new clients.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-19
• S65 Uniform Investment Adviser Law Examination
  1999-09-13
• S63 Uniform Securities Agent State Law Examination
  1984-10-23