Robert Michael Jaffe
Investment adviser representative at Cfs Investment Advisory Services LLC
27 yearsExperience
2 statesRegistered in
$2.7BFirm assets
32 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Cfs Investment Advisory Services LLCSep 1999 to now
- Cambridge Investment Research, IncFeb 2005 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Cfs Investment Advisory Services LLC
$2.7BAssets managed
1,238Clients
10Advisers
32 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
- 4460292
- Firm CRD
- 106577