Emily M. Jaffe
OFC WEALTH MANAGEMENT
SHORT HILLS, NJ
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CRD#: 4462199
Professional summary
Emily Michelle Jaffe, CFP®, who also goes by Emily Michelle Bogdanoff, Emily Jaffe, is a registered financial advisor currently at OFC WEALTH MANAGEMENT located in Short Hills, New Jersey.
Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Emily has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
As a wealth advisor, Emily is dedicated to providing clients with the highest level of personalized service to address all of their financial needs. Whether it be planning your retirement or saving for a child’s education, Emily’s extensive background allows her to assist families in the growing, protecting and transferring of their wealth.
Ms. Jaffe is currently serving her 2nd term on the Millburn Township Board of Education. She was formerly President, Vice President and Chair of the Finance Committee.
Emily lives in Short Hills, NJ with her husband, David and their three young children. When not working or chauffeuring her children to their various activities, she enjoys competitive tennis, cooking and running.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Life Transitions
Estate Planning
Retirement Planning
Divorce Planning
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
Estate & Generational Planning...
Generation X
Investment Advice with Ongoing...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Emily Michelle Bogdanoff | Emily 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Emily Michelle Jaffe'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®
CFP®
Start date: 2018
Experience
Current
October 18, 2017 - Present
OFC WEALTH MANAGEMENT
Office #2: 1200 Morris Tpke Suite 3005, Short Hills, NJ 07078RIA
CRD#: 133846
SHORT HILLS, NJ
Past
May 27, 2009 - February 1, 2012
NORTH SEA SECURITIES L.P.
BD
CRD#: 35530
NEW YORK, NY
Past
November 2, 2001 - June 23, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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".
OW
OFC WEALTH MANAGEMENT
OFC FINANCIAL PLANNING, LLC | OFC WEALTH MANAGEMENT, LLC | OFC WEALTH MANAGEMENT
CRD#: 133846 / SEC#: 801-130612
RIA
Registered Investment Advisory firm - (7/1/2024 Approved)California
Registered Investment Advisory firm - (8/8/2024 Terminated)Louisiana
Registered Investment Advisory firm - (7/29/2024 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2024 Terminated)New York
Registered Investment Advisory firm - (7/9/2024 Terminated)Texas
Registered Investment Advisory firm - (7/9/2024 Terminated)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(10/18/2017)
IAR
Texas(1/5/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
OW
OFC WEALTH MANAGEMENT
OFC FINANCIAL PLANNING, LLC | OFC WEALTH MANAGEMENT, LLC | OFC WEALTH MANAGEMENT
CRD#: 133846 / SEC#: 801-130612
RIA
Registered Investment Advisory firm - (7/1/2024 Approved)California
Registered Investment Advisory firm - (8/8/2024 Terminated)Louisiana
Registered Investment Advisory firm - (7/29/2024 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2024 Terminated)New York
Registered Investment Advisory firm - (7/9/2024 Terminated)Texas
Registered Investment Advisory firm - (7/9/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Short Hills, NJ
Mailing Address
Phone number
(973) 258-1007
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 337 |
| AUM (Assets Under Management) | $ 153,027,627 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
