Casey Flom

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 11/2023 → Present
  Edward Jones
  St Louis, MO
• 04/2023 → 08/2023
  1440 Op Co Dba 1440 Multiversity
  Scotts Valley, CA
• 07/2022 → 09/2022
  Theodore Charles Allen Flom (In Home Supportive Services)
  Boulder Creek, CA
• 03/2022 → 04/2022
  1440 Op Co Dba 1440 Multiversity
  Scotts Valley, CA
• 11/2021 → 01/2022
  Robert Half Financial
  Palo Alto, CA
• 03/2021 → 09/2021
  Housing Matters
  Santa Cruz, CA
• 08/2020 → 12/2020
  Santa Clara County - Department Of Public Health
  San Jose, CA
• 07/2018 → 07/2020
  Winchester Mystery House, Llc
  San Jose, CA
• 01/2016 → 07/2018
  Barn Co Entertainment, Llc
  Lakeville, MN
• 07/2022 → 03/2023
  Redwood Original Llc
  Boulder Creek, CA

Other Businesses

Redwood Original, LLC Type of business: Business Consulting Boulder Creek, CA Start date: 7/29/2022 Owner Hours per week: 2 Hours during trading: 0 Desc: Review business processes with clients and guide them on efficiencies. I also use the business for odd jobs I perform for people including hauling items to the dump and cutting up firewood.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-11

Other Names

• Casey Leroy Flom