Jaffe Financial Services, LLC

Overview

Jaffe Financial Services, LLC is an independent, individual-owned RIA that serves primarily individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses with insurance brokerage services. Its advisory fees are a mix of percentage-of-AUM billing plus the option for hourly or fixed-fee engagements, and it does not present itself as an institutional capital allocator. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Its regulatory registration year is not listed in the source data. The business model centers on fee-based wealth management paired with insurance distribution, positioning the firm to deliver integrated planning and risk-transfer solutions to a modest client base.

Assets & Accounts

Public Holdings

Investments & Alternatives