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David Alan Jaffe

PROFESSIONAL ADVISORY SERVICES INC·VERO BEACH, Florida
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2770 INDIAN RIVER BLVD, VERO BEACH, FL 32960CRD# 2314921Firm CRD# 105397
01

About

David Alan Jaffe is a registered financial advisor based in VERO BEACH, Florida, affiliated with PROFESSIONAL ADVISORY SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PROFESSIONAL ADVISORY SERVICES INC
PROFESSIONAL ADVISORY SERVICES INC
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PROFESSIONAL ADVISORY SERVICES INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2314921
Firm CRD# 105397
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alan Jaffe offer?
David Alan Jaffe specializes in Investment Management, Fee-Only Advisory. Contact their office in VERO BEACH, Florida for a consultation.
What are David Alan Jaffe's credentials?
David Alan Jaffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alan Jaffe located?
David Alan Jaffe is based in VERO BEACH, Florida, working with PROFESSIONAL ADVISORY SERVICES INC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does David Alan Jaffe charge for services?
David Alan 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 PROFESSIONAL ADVISORY SERVICES INC?
PROFESSIONAL ADVISORY SERVICES INC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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