AdvisorOS Directory
Claim Profile
Unclaimed Profile
DJ

David Lewis Jaffe

BACKCAST PARTNERS MANAGEMENT LLC·MILLBURN, New Jersey
SIE, Series 7, Series 63, Series 79Clean recordBACKCAST PARTNERS MANAGEMENT LLC
24 LACKAWANNA PLACE, MILLBURN, NJ 07041CRD# 1158274Firm CRD# 291785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lewis Jaffe · MILLBURN, NJ
Registration
CRD #1158274 · BACKCAST PARTNERS MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BACKCAST PARTNERS MANAGEMENT LLC
CRD 291785 · SEC 801-114757
AUM
$802M
Regulatory assets under management
Employees
11
13 client accounts
Services offered by BACKCAST PARTNERS MANAGEMENT LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BACKCAST PARTNERS MANAGEMENT LLC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILLBURN?

Browse all registered financial advisors in MILLBURN, New Jersey or claim this profile if it's yours.

Browse MILLBURN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does David Lewis Jaffe offer?
David Lewis Jaffe specializes in Retirement Planning, Wealth Management. Contact their office in MILLBURN, New Jersey for a consultation.
What are David Lewis Jaffe's credentials?
David Lewis Jaffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lewis Jaffe located?
David Lewis Jaffe is based in MILLBURN, New Jersey, working with BACKCAST PARTNERS MANAGEMENT LLC. Their office serves clients in the MILLBURN metropolitan area and surrounding communities.
How does David Lewis Jaffe charge for services?
David Lewis Jaffe's firm is compensated through percentage of aum, performance-based fees, other: advisor transactions fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BACKCAST PARTNERS MANAGEMENT LLC?
BACKCAST PARTNERS MANAGEMENT LLC has approximately 11 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BACKCAST PARTNERS MANAGEMENT LLC

Bruce Glenn Pollack
MILLBURN, NJ

More Advisors in MILLBURN, New Jersey

Vivek Kapoor
VOLARIS CAPITAL MANAGEMENT LLC·MILLBURN, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile