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
2305c Ashland Street #426, Ashland, OR 97520
http://www.jaffefinancial.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • 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
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 Jaffe, financial advisor Ashland OR
Mark L. Jaffe
CRD#: 2433927
2305c Ashland Street #426, Ashland, OR 97520

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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