Jeffrey N Yoffe
Investment adviser representative at Yoffe Investment Management, LLC
36 yearsExperience
1 stateRegistered in
$174.9MFirm assets
11 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
36 years in the industry.
- Yoffe Investment Management, LLCSep 2014 to now
- Yoffe & Yoffe, P.C.Jan 1990 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Yoffe Investment Management, LLC
$174.9MAssets managed
13Clients
1Advisers
11 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
- 6406293
- Firm CRD
- 173454