Jeremy Ofseyer has been an investment adviser representative at FLC Capital Advisors since December 2013, and is not listed among the firm’s executive officers or direct owners.
FLC Capital Advisors is a Palm Desert, CA firm with $822M under management, 325 clients and 5 advisers in one office, as of its April 2026 filing.
- FLC Capital AdvisorsCurrent– present · 12 yearsPalm Desert, CA · Adviser representative · Firm CRD 111822
Investment adviser representative registrations
Jeremy Ofseyer is registered as an investment adviser representative in California, as a resident of California, since December 2013.
- CaliforniaResidentSince 20 December 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 21 June 2004 |
| Series 7 | General Securities Representative Examination | 15 April 2004 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy J. Ofseyer
- CRD
- 4785239
- Firm
- FLC Capital Advisors · CRD 111822
- Office
- 74000 COUNTRY CLUB DR., Palm Desert, CA 92260
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeremy Ofseyer work?
Jeremy Ofseyer is an investment adviser representative registered through FLC Capital Advisors since December 2013, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Ofseyer a financial advisor?
Yes. Jeremy Ofseyer has a current investment-adviser registration in California, through FLC Capital Advisors since December 2013.
How many years of experience does Jeremy Ofseyer have?
Jeremy Ofseyer has 12 years in the financial industry, since December 2013, across 1 adviser firm.
What exams has Jeremy Ofseyer passed?
Jeremy Ofseyer has passed 2 licensing exams: the Series 7 and Series 24. The earliest, the Series 7, was passed in April 2004.
Where is Jeremy Ofseyer based?
Jeremy Ofseyer’s registered office is in Palm Desert, CA.
Is Jeremy Ofseyer registered with FINRA?
No. Jeremy Ofseyer has no current broker registration.
How can I verify Jeremy Ofseyer’s record?
Search CRD 4785239 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Ofseyer’s full registration record.
