Unclaimed Profile

David Alan Jaffe

PROFESSIONAL ADVISORY SERVICES INC·VERO BEACH, Florida

Series 2, Series 65Clean record33 years registeredPROFESSIONAL ADVISORY SERVICES INC

2770 INDIAN RIVER BLVD, VERO BEACH, FL 32960CRD# 2314921Firm CRD# 105397

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Alan Jaffe · VERO BEACH, FL

Registration

CRD #2314921 · PROFESSIONAL ADVISORY SERVICES INC · 33 years registered

Brand Profile

Not yet started

Career History

PROFESSIONAL ADVISORY SERVICES INC

Apr 1993 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · April 8, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROFESSIONAL ADVISORY SERVICES INC

CRD 105397 · SEC 801-14090

AUM

$1.1B

Regulatory assets under management

Employees

1,214 client accounts

Services offered by PROFESSIONAL ADVISORY SERVICES INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PROFESSIONAL ADVISORY SERVICES INC →

Introduction

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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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