JAFFE FINANCIAL SERVICES, LLC

JAFFE FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 136447). Regulatory assets under management: $26.0M.

Registration

• CRD: 136447
• Type: Registered investment adviser
• Phone: 541-414-9762
• Latest filing: 2026-05-11
• Regulatory AUM: $26.0M
• Discretionary AUM: $26.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136447 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search