David Alan Jaffe
Investment adviser representative at Professional Advisory Services Inc
34 yearsExperience
4 statesRegistered in
$1.3BFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Professional Advisory Services, Inc.Jul 1992 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, MT, NC).
Professional Advisory Services Inc
$1.3BAssets managed
622Clients
9Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2314921
- Firm CRD
- 105397