Jaffe Financial Services

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

2305c Ashland St 426, Ashland, Oregon, 9...

Phone Number

(541) 414-9762

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
1
1
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1

About Jaffe Financial Services

Jaffe Financial Services specializes in comprehensive wealth management, retirement planning, and qualified plan guidance for individuals and families. The firm is dedicated to making complicated financial concepts simple and efficient, ensuring that each client's unique goals are met with integrity and understanding. Their approach emphasizes personalized service, encouraging clients to dream big and plan wisely for their financial futures. With a commitment to serving clients for a lifetime, Jaffe Financial Services has built a reputation for high-quality service and client satisfaction.Explore more
Jaffe Financial Services's Social MediaPopular SearchesJaffe Financial Services LLCJaffe Financial ServicesJaffee Investments LLLPJaffe Financial Services IncThe Jaffe GroupSIC Code 62,628NAICS Code 52,523Show more

Jaffe Financial Services Org Chart

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President

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Chief Financial Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jaffe Financial Services

$5.4M
11-50
Private
-
2015
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1998
DJ
David JonesFinancial Advisor
<$5M
1-10
Private
-
2012
AW
Alexandria WoodDirector, Operations
<$5M
1-10
Private
-
2020
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Jaffe Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jaffe Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jaffe Financial Services.

Jaffe Financial Services Tech Stack

A closer look at the technologies used by Jaffe Financial Services

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Frequently Asked Questions Regarding Jaffe Financial Services

What is Jaffe Financial Services's official website?
Jaffe Financial Services's official website is www.jaffefinancial.com
What is Jaffe Financial Services's Revenue?
Jaffe Financial Services's revenue is $5.4 Million
What is Jaffe Financial Services's SIC code?
Jaffe Financial Services's SIC: 62,628
What is Jaffe Financial Services's NAICS code?
Jaffe Financial Services's NAICS: 52,523
How many employees does Jaffe Financial Services have?
Jaffe Financial Services has 11-50 employees
What industry does Jaffe Financial Services belong to?
Jaffe Financial Services is in the industry of: Finance, Securities Trading
What is Jaffe Financial Services competition?
Jaffe Financial Services top competitors include: Gregory-Matthew, Heritage Wealth Management, Mountain Rock Wealth Management, Ivory Wealth Management
What technology does Jaffe Financial Services use?
Some of the popular technologies that Jaffe Financial Services uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
Who is the CFO of Jaffe Financial Services?
Jaffe Financial Services's CFO is Brian McNamara
How do I contact Jaffe Financial Services?
Jaffe Financial Services contact info: Phone number: (541) 414-9762 Website: www.jaffefinancial.com
What does Jaffe Financial Services do?

Jaffe Financial Services specializes in comprehensive wealth management, retirement planning, and qualified plan guidance for individuals and families. The firm is dedicated to making complicated financial concepts simple and efficient, ensuring that each client's unique goals are met with integrity and understanding. Their approach emphasizes pers... onalized service, encouraging clients to dream big and plan wisely for their financial futures. With a commitment to serving clients for a lifetime, Jaffe Financial Services has built a reputation for high-quality service and client satisfaction.Read More

What are Jaffe Financial Services social media links?
Jaffe Financial Services Linkedin page
Is Jaffe Financial Services a public company?
Jaffe Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Jaffe Financial Services

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