Edwin
Jaffe
Silver Oak Securities, Inc
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About this Advisor
Edwin Jaffe is a financial advisor based in Jackson, Tennessee, working with Silver Oak Securities, Inc. Edwin has previously held positions at Jaffe Financial Services, Jaffe Wealth Management & Consulting, Inc, Silver Oak Securities, Inc, and Jaffe Financial Services Inc. Edwin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Tennessee, and Texas. Currently, Edwin is part of Silver Oak Securities, Inc, which operates out of Jackson, Tennessee. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Edwin Jaffe Work History
Jaffe Financial Services Inc
Silver Oak Securities, Inc
Jaffe Wealth Management & Consulting, Inc
Jaffe Financial Services
Disclosures
Please visit the SEC profile of Edwin Jaffe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Silver Oak Securities, Inc
Chicago, IL
Brentwood, TN
Florence, KY
Beachwood, OH
West Des Moines, IA
Alpharetta, GA
Indianapolis, IN
Lexington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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