The Jaffee Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,011,780
Clients
32
Advisors
1
of 1 employees
About
The Jaffee Financial Group, Inc. is a single-advisor registered investment adviser that primarily serves individual clients — including a number of higher-net-worth households — and also works with businesses, trusts, estates, charities and pension or profit‑sharing plans. The firm provides comprehensive financial planning and discretionary portfolio management along with investment analysis, retirement and education planning, and related insurance and tax‑oriented services; it manages roughly $14 million for about 30 clients.
The firm’s investment approach emphasizes Modern Portfolio Theory, long-term purchase strategies and asset‑class diversification, employing stocks, bonds, mutual funds, ETFs and government securities to build portfolios. JFG tailors recommendations to each client’s financial situation and risk tolerance, monitors accounts continuously with formal annual reviews, and generally avoids frequent trading.
Noteworthy features include the firm’s affiliation with an accounting (CPA) practice and the provision of insurance product sales through a licensed agent, creating a multi‑service offering that combines tax/accounting, insurance and investment advice. The firm also accepts pension and profit‑sharing plan clients and discloses prior regulatory actions related to filing and discretionary‑authority matters.
Client services
Expertise
Fee options
Written financial plan fees range from $500 to $2,500, negotiable based on complexity
$0+: .50% +: 2%
$100 to $250 per hour
Main office
9720 Stirling Road, Suite 212
Cooper City FL 33024
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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