Company Information

Get to know Jaffe Financial Services

Founded in 1989 by Samuel Jaffe, Jaffe Financial Services is an independent financial firm dedicated to helping clients build, manage, and preserve their wealth. The company provides a comprehensive suite of services including financial planning, investment management, retirement planning, estate planning, and insurance solutions. They emphasize a personalized approach, working closely with clients to understand their unique financial goals and craft tailored strategies. For regulatory purposes, its advisors offer securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Jaffe Financial Services

United States

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.