Jaffe Financial Services, LLC

Jaffe Financial Services, LLC (CRD# 136447) is a financial advisory firm headquartered in Ashland, OR. They manage $20,000,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Jaffe Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark L. Jaffe
CRD#: 2433927
2305c Ashland Street #426, Ashland, OR 97520
96
Wealthminder
score

Mark Jaffe (CRD# 2433927) is an Investment Advisor Representative working at Jaffe Financial Services, LLC in Ashland, OR and has over 18 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.

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