Emily Michelle Jaffe
Investment adviser representative at Ofc Wealth Management
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$182.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Ofc Wealth ManagementOct 2017 to now
- Ofc Financial Planning, LLCSep 2017 to now
- SabbaticalJan 2012 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Ofc Wealth Management
Legal name: Ofc Financial Planning, LLC
$182.8MAssets managed
99Clients
2Advisers
2 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
- 4462199
- Firm CRD
- 133846