Max
Jaffe
Retirement Planners Of America
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About this Advisor
Max Jaffe is a financial advisor based in Plano, Texas, working with Retirement Planners Of America. Max has previously held positions at Liquid Enterprises, Inc, Mmwkm Advisors, LLC, Tbs, and Retirement Planners Of America. Max has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Max is part of Retirement Planners Of America, which operates out of Plano, Texas. The firm has 14 offices and 122 employees. The firm manages assets totaling $3.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Retirement Planners Of America includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Retirement Planners Of America Brokerage Details
$3,557,314,906
122
15,137
$235,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Max Jaffe Work History
Retirement Planners Of America
Tbs
Mmwkm Advisors, LLC
Liquid Enterprises, Inc
Disclosures
Please visit the SEC profile of Max 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 Retirement Planners Of America
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
