THE JAFFEE FINANCIAL GROUP, INC.

THE JAFFEE FINANCIAL GROUP, INC. of COOPER CITY, FL is an SEC-registered investment adviser (CRD 142163). Regulatory assets under management: $15.4M.

Registration

• CRD: 142163
• Type: Registered investment adviser
• Location: 9720 STIRLING ROAD, COOPER CITY, FL, 33024
• Phone: 954-430-5855
• Latest filing: 2026-03-18
• Regulatory AUM: $15.4M
• Discretionary AUM: $15.4M
• Clients: 1
• Accounts: 74

Business model

Compensation: % of AUM, Hourly.

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 142163 on SEC IAPD (source of record)
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