MJ
Mark Jaffee
SGKD ADVISORY SERVICES LLC
Ocean, NJ
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CRD#: 1019370
MJ
Professional summary
Mark Jaffee is a registered financial advisor currently at SGKD ADVISORY SERVICES LLC located in Ocean, New Jersey.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mark has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Jaffee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 7, 2021 - Present
SGKD ADVISORY SERVICES LLC
RIA
CRD#: 286273
Ocean, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(6/7/2021)
Current Firm
SA
SGKD ADVISORY SERVICES LLC
SGKD ADVISORY SERVICES LLC | SGKD ADVISORY SERVICES, LLC
CRD#: 286273 / SEC#:
New Jersey
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Contact information
Main Address
Rumson, NJ
Mailing Address
P.o. Box 494, Rumson, NJ 07760
Phone number
(732) 558-2172
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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