$26.0M Total AUM
$26.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor beaconVital
- Established Date
- 11-02-2005
- Office Locations
- 1
Office Locations
2305c Ashland Street #426 Ashland OR
About Jaffe Financial Services, LLC
Jaffe Financial Services is an independent advisory firm providing comprehensive risk and wealth management for individuals and families. The team focuses on personalized planning, including comprehensive wealth management, retirement planning, and qualified plan guidance tailored to client goals. Portfolios appear ETF-centric, and the firm custodies with Charles Schwab & Co.
Team overview
-- AVG AGE
$26.0M AVG AUM / ADVISOR
$433.3K AVG AUM / CLIENT
20.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Delta
Custodian
Insight eagle Signal insight Harbor pioneer Legacy Frontier legacy
Investment Themes
Pathway Value
Investment Vehicles
Matrix Matrix frontier
Services
Delta eagle Insight Atlas Wave quantum
Technology
Zenith Ridge vertex
Owner & Executives
MARK LAURENCE JAFFE
Owner, PRINCIPAL
- CRD
- #2433927
- Ownership
- 75% or more
(742) 637-8018
meridian.quantum@legacycapital.com
in linkedin.com/in/radial-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,000,000
Equity - Exchange:
50.1% Cash:
49.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,586,576,430 | 50.1% |
| Cash | $2,576,250,776 | 49.9% |
| Total | $5,162,827,206 | 100.0% |