Jeff Flohr, financial advisor Seabeck WA

Jeff Flohr

CRD Number: 2151276
Current Firm: Flohr Asset Management, LLC

Jeff Flohr (CRD# 2151276) is an Investment Advisor Representative working at Flohr Asset Management, LLC in Seabeck, WA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Flohr Consulting Group, LLC Bellevue, WA Jan 2021 - Current 3
Flohr Asset Management, LLC Bellevue, WA Nov 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Sep 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeff E. Flohr
Phone Number: 206 369-3961
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $8,156,818
Compensation Options
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

WA

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