Edwin Jaffe (CRD# 1382154) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 29 years of experience in the finance industry. Edwin 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# 6838183
Edward Jones
CRD# 3051
Thoroughbred Financial Services, LLC
CRD# 5269962
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jaffe Financial Services Inc. | Memphis, TN | Mar 2016 - Current | 8 |
| Silver Oak Securities, Inc. | Jackson, TN | Oct 2012 - Current | 11 |
| Jaffe Wealth Management & Consulting, Inc. | Memphis, TN | May 2008 - Current | 16 |
| Jaffe Financial Services | Memphis, TN | Nov 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
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- LA
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
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