JY
Jeffrey N. Yoffe
YOFFE INVESTMENT MANAGEMENT
Lemoyne, PA 17043
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CRD#: 6406293
JY
Professional summary
Jeffrey N Yoffe is a registered financial advisor currently at YOFFE INVESTMENT MANAGEMENT, LLC located in Lemoyne, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeffrey has worked at 1 firm .
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.
I (JEFFREY N. YOFFE) OWN 100% OF THE SHARES OF YOFFE & YOFFE, P.C. YOFFE & YOFFE, P.C. IS A PENNSYLVANIA CORPORATION. I AM THE ONLY EMPLOYEE OF YOFFE & YOFFE, P.C. MY JOB IS ATTORNEY. I AM ALSO THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER OF YOFFE & YOFFE, P.C. YOFFE & YOFFE, P.C. IS A LAW OFFICE PRODUCING LEGAL SERVICES PERFORMED BY JEFFREY N. YOFFE, ESQ. INCIDENTAL TO THE LEGAL SERVICES PERFORMED BY YOFFE & YOFFE, P.C., INVESTMENT-RELATED BUSINESS IS ENGAGED IN BY YOFFE & YOFFE, P.C. THE ADDRESS OF YOFFE & YOFFE, P.C. IS 2 LEMOYNE DRIVE,
SUITE 100, LEMOYNE, PA 17043. I (JEFFREY N. YOFFE, ESQ.) BEGAN MY EMPLOYMENT WITH
YOFFE & YOFFE, P.C. ON JANUARY 5, 1990. FOR YOFFE & YOFFE, P.C., JEFFREY N. YOFFE, ESQ. WORKS BETWEEN 65 AND 75 HOURS PER WEEK. ALL MONDAY THROUGH FRIDAY SECURITIES TRADING HOURS OCCUR DURING THE 65 TO 75 HOURS WHICH JEFFREY N. YOFFE, ESQ. IS WORKING FOR YOFFE & YOFFE, P.C.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey N Yoffe'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
November 10, 2014 - Present
YOFFE INVESTMENT MANAGEMENT, LLC
Office #1: 2 Lemoyne Drive Suite 100, Lemoyne, PA 17043RIA
CRD#: 173454
Lemoyne, PA
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".
YI
YOFFE INVESTMENT MANAGEMENT, LLC
YOFFE INVESTMENT MANAGEMENT, LLC
CRD#: 173454 / SEC#: 801-80569
RIA
Registered Investment Advisory firm - (11/10/2014 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
Pennsylvania(11/10/2014)
Exams
Current Firm
YI
YOFFE INVESTMENT MANAGEMENT, LLC
YOFFE INVESTMENT MANAGEMENT, LLC
CRD#: 173454 / SEC#: 801-80569
RIA
Registered Investment Advisory firm - (11/10/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Lemoyne Drive Suite 100, Lemoyne, PA 17043
Mailing Address
Phone number
(717) 343-1120
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 149,705,088 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 01/31/2024 | ||
| 02/14/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
