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. Mark Jaffe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2762853
Cutler Investment Group
CRD# 5526985
Potomac Fund Management
CRD# 4274774
Seacrest Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jaffe Financial Services, LLC | Westlake Village, CA | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
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Total Assets Under Management26MILLIONS
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Total Number of Accounts60ACCOUNTS
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Average Account Value$433,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR
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