Robert M. Jaffe
Professional summary
Robert Michael Jaffe, who also goes by Bob Jaffe, is a registered financial advisor currently at CFS INVESTMENT ADVISORY SERVICES LLC located in Totowa, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 4 firms and has passed the Series 63, Series 66, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Jaffe's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2004 - Present
CFS INVESTMENT ADVISORY SERVICES LLC
Office #1: 97 Lackawanna Avenue Suite 101, Totowa, NJ 07512February 1, 2005 - December 31, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
August 1, 2003 - February 4, 2005
WALNUT STREET SECURITIES, INC.
January 22, 2002 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
Primary Firm SEC Registration
CFS INVESTMENT ADVISORY SERVICES LLC
CRD#: 106577 / SEC#: 801-45064
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/10/2004)
(9/15/2021)
Exams
Current Firm
CFS INVESTMENT ADVISORY SERVICES LLC
CRD#: 106577 / SEC#: 801-45064
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,383 |
| AUM (Assets Under Management) | $ 2,376,592,617 |
Red Flags
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