Suzan Luna

Kms Financial Services, Inc

Investment Advisor
in Portland, OR
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About this Advisor

Suzan Luna Jaffe is a certified financial planner who works in Portland, Oregon, who has been in the advisory business for 15 years. Jaffe currently works for Kms Financial Services, Inc. During their career, the advisor has held roles at Edward Jones and Kms Financial Services, Inc. Jaffe holds a Series 63 license, which qualifies them as a securities representative, and is approved to work in Arizona, Texas, California, Florida, Georgia, Maryland and Oregon. Kms Financial Services, Inc is a registered investment business operating out of Portland, Oregon. It has offices in 371 locations and a total of 368 financial advisors. It administers $7 billion in assets across its 26,740 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 26,740 accounts, 20% belong to high-net-worth investors who have at least $1 million in investable assets. Kms Financial Services, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Kms Financial Services, Inc most likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others



Office Location

7837 Sw Capitol Hwy Suite C
Portland, OR 97219

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management


OR Average: $3,566,627,242
Total Number of Employees


OR Average: 46
Total Number of Accounts


OR Average: 1,499
Average Account Size


OR Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Suzan Luna Jaffe Work History

Suzan Luna has 15 years of experience.

2010 - Present (9 years)

Kms Financial Services, Inc

2003 - 2010 (7 years)

Edward Jones


Suzan Luna Jaffe has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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