David A. Jaffe

PROFESSIONAL ADVISORY SERVICES

VERO BEACH, FL 32960

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CRD#: 2314921

Professional summary

David Alan Jaffe, who also goes by David Jaffe, is a registered financial advisor currently at PROFESSIONAL ADVISORY SERVICES INC located in Vero Beach, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Jaffe

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.

David Jaffe is CFO for Indian River Homecare, Inc. located at 65 Royal Palm Pointe, Vero Beach Fl 32960. The business is home healthcare and is non-investment in nature. David has been CFO since October 3, 2012 and spends approximately one hour per month after hours on the Indian River Homecare business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Jaffe's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 8, 1993 - Present

PROFESSIONAL ADVISORY SERVICES INC

Office #1: 2770 Indian River Blvd. #204, Vero Beach, FL 32960

RIA

CRD#: 105397

VERO BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397 / SEC#: 801-14090

RIA

Registered Investment Advisory firm - (10/11/1978 Approved)

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

California
(4/14/2016)

IAR

Florida
(4/8/1993)

IAR

Montana
(3/22/2016)

IAR

North Carolina
(4/15/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/11/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 1/13/1993

Non-Member General Securities Examination

Current Firm

PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397 / SEC#: 801-14090

RIA

Registered Investment Advisory firm - (10/11/1978 Approved)

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Contact information

Main Address

2770 Indian River Blvd Suite 204, Vero Beach, FL 32960

Mailing Address

Phone number

(772) 778-0552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROFESSIONAL ADVISORY SERVICES 2023 ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,245
AUM (Assets Under Management)	$ 1,201,355,718

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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David A. Jaffe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Jaffe's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFESSIONAL ADVISORY SERVICES INC

Primary Firm SEC Registration

PROFESSIONAL ADVISORY SERVICES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/1993

Series 2

Date: 1/13/1993

Current Firm

PROFESSIONAL ADVISORY SERVICES INC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROFESSIONAL ADVISORY SERVICES INC

TRUST BUT VERIFY

Contact information

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