Jaffe Financial Services, LLC
Jaffe Financial Services, LLC (CRD# 136447) is a financial advisory firm headquartered in Ashland, OR. They manage $26,000,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Jaffe Financial Services, LLC
By the Numbers
-
Total Assets Under Management26MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$433,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Jaffe Financial Services, LLC
1
Mark Jaffe (CRD# 2433927) is an Investment Advisor Representative working at Jaffe Financial Services, LLC in Ashland, OR and has over 26 years of experience in the finance industry.
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