Unclaimed Profile

Edwin Henry Jaffe

SILVER OAK SECURITIES INCORPORATED·JACKSON, Tennessee

Series 3, Series 6, Series 7, Series 24, Series 63, Series 65CFP22 years registeredSILVER OAK SECURITIES INCORPORATED

403 N. PARKWAY, JACKSON, TN 38305CRD# 1382154Firm CRD# 46947

Profile Verification

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

Identity

Edwin Henry Jaffe · JACKSON, TN

Registration

CRD #1382154 · SILVER OAK SECURITIES INCORPORATED · 22 years registered

Brand Profile

Not yet started

Career History

SILVER OAK SECURITIES, INC.

Sep 2013 – present

JAFFE WEALTH MANAGEMENT & CONSULTING, INC.

Jun 2004 – Nov 2022

MEMPHIS, TN

FSC SECURITIES CORPORATION

Mar 2004 – Mar 2005

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 15, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

2006Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SILVER OAK SECURITIES INCORPORATED

CRD 46947 · SEC 801-71178

AUM

$1.5B

Regulatory assets under management

Employees

105

10,311 client accounts

Services offered by SILVER OAK SECURITIES INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVER OAK SECURITIES INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Edwin Henry Jaffe offer?

Edwin Henry Jaffe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Tennessee for a consultation.

What are Edwin Henry Jaffe's credentials?

Edwin Henry Jaffe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edwin Henry Jaffe located?

Edwin Henry Jaffe is based in JACKSON, Tennessee, working with SILVER OAK SECURITIES INCORPORATED. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Edwin Henry Jaffe charge for services?

Edwin Henry Jaffe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVER OAK SECURITIES INCORPORATED?

SILVER OAK SECURITIES INCORPORATED has approximately 105 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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