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Marshall Robert Jaffe

JAFFE ASSET MANAGEMENT LLC·BEVERLY HILLS, California
Clean recordJAFFE ASSET MANAGEMENT LLC
9454 WILSHIRE BLVD, BEVERLY HILLS, CA 90212CRD# 827555Firm CRD# 108082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marshall Robert Jaffe · BEVERLY HILLS, CA
Registration
CRD #827555 · JAFFE ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marshall Robert Jaffe is a registered financial advisor based in BEVERLY HILLS, California, affiliated with JAFFE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JAFFE ASSET MANAGEMENT LLC
JAFFE ASSET MANAGEMENT LLC
AUM
$71M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JAFFE ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 827555
Firm CRD# 108082
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marshall Robert Jaffe offer?
Marshall Robert Jaffe specializes in Investment Management, Fee-Only Advisory. Contact their office in BEVERLY HILLS, California for a consultation.
What are Marshall Robert Jaffe's credentials?
Marshall Robert Jaffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Robert Jaffe located?
Marshall Robert Jaffe is based in BEVERLY HILLS, California, working with JAFFE ASSET MANAGEMENT LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Marshall Robert Jaffe charge for services?
Marshall Robert Jaffe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAFFE ASSET MANAGEMENT LLC?
JAFFE ASSET MANAGEMENT LLC has approximately 1 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JAFFE ASSET MANAGEMENT LLC

Ellie Karen Kulman
BEVERLY HILLS, CA

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Research
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