A complete list of active advisors currently associated with Jaffe Financial Services, LLC

Warmer can help you find a great advisor at Jaffe Financial Services, LLC or one who fits your needs even better.

Jaffe Financial Services, LLC is an independent, single-advisor registered investment adviser that serves primarily individual (non‑high‑net‑worth) clients. The firm manages approximately $26 million in client assets across roughly 60 client relationships and provides ongoing portfolio management and related advisory services, generally on a percentage‑of‑AUM fee basis. The firm describes its services as individualized portfolio management with documented methods of analysis and periodic account reviews, as detailed in its Form ADV brochure. Clients receive investment recommendations and ongoing monitoring intended to align allocations with each client's objectives and risk tolerance. A notable feature of the firm is that the advisor is also licensed as an insurance broker/agent and maintains an affiliation with an insurance company, a business activity the brochure discloses under Other Financial Industry Activities and Affiliations. This combination of advisory services and insurance brokerage is relatively uncommon among independent solo advisers and may result in the availability of insurance products alongside fee‑based portfolio management.

To learn more about the advisors currently working at Jaffe Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Jaffe	Ashland, OR	20

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