RF
Robert E. Friedman
JAFFA GATE RESEARCH & ADVISORY
Short Hills, NJ
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CRD#: 4697150
RF
Professional summary
Robert E Friedman is a registered financial advisor currently at JAFFA GATE RESEARCH & ADVISORY located in Short Hills, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 3 firms 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.
1) Premier International Corp. The company was investment-related. The address is 6-C Nob Hill, Roseland, NJ 07068. Until February 2019, The Corporation owned vacant land. The Corporation is now inactive. Robert Friedman is the president and sole director of the Corporation. He became president of the Company in January 1999. He devotes about 1 hour per month to the business, 0 of which are during trading hours. He performs light administrative tasks such as monthly bank reconciliations and tax prep related to the business. Robert Friedman does not receive a salary. 2) Premier International SAF, LLC is investment related and is located at 6-C Nob Hill, Roseland, NJ 07068. The LLC owns passive securities investments solely for his own account. Robert Friedman is the Sole Member of this LLC since April 2012. He devotes about one hour per month to this business during trading hours. Primary roles are to perform investment research, buy and sell securities, and perform light administrative tasks related to the business. Robert Friedman does not receive a salary. 3) Robert Elliot Friedman Trust is investment related located at 6-C Nob Hill, Roseland, NJ 07068. The Trust owns passive publicly traded securities investments solely for the Trust's account. The Trust is also a limited partner in a private equity fund. Robert Friedman is a trustee and sole beneficiary of the Trust since 1993. He devotes one hour per month during trading hours. He primarily performs research, buys and sells securities, and performs light administrative tasks related to the Trust. Robert Friedman does not receive a salary.
CRS (Client Relationship Summary) - RIA
Click below to view Robert E Friedman'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
September 29, 2021 - Present
JAFFA GATE RESEARCH & ADVISORY
RIA
CRD#: 314692
Short Hills, NJ
Past
September 16, 2020 - March 2, 2021
AEM ASSET MANAGEMENT, LLC
RIA
CRD#: 310360
SOMERSET, NJ
Past
September 4, 2019 - December 31, 2020
RRBB ASSET MANAGEMENT, LLC
RIA
CRD#: 157823
MAPLEWOOD, 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(9/29/2021)
Current Firm
JG
JAFFA GATE RESEARCH & ADVISORY
JAFFA GATE RESEARCH & ADVISORY | JAFFA GATE RESEARCH & ADVISORY GROUP LLC | JAFFA GATE RESEARCH & ADVISORY GROUP
CRD#: 314692 / SEC#:
New Jersey
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Contact information
Main Address
Short Hills, NJ
Mailing Address
P.o. Box 102, Millburn, NJ 07041-9998
Phone number
(974) 464-6761
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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