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Building 2JAFFE WEALTH MANAGEMENT & CONSULTING, INC.

Map pinMEMPHIS, TN
Phone901-753-3886
NotebookSEC #801-68875
Total AUM
$56.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6465 N. QUAIL HOLLOW RD.
SUITE 260
MEMPHIS
TN 38120
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
901-753-3886

ReceiptFinancials

Total AUM
$56.8M
Accounts
472
Discretionary
$0
Accounts
0
Non-Discretionary
$56.8M
Accounts
472

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
EDUCATIONAL SEMINARS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ARFLTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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