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Emily Michelle Jaffe

Ofc Wealth Management

Short Hills, NJ

Short Hills, NJ

Short Hills, NJ

CRD 4462199

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Employer firm

Ofc Wealth Management CRD 133846

$183M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Ofc Wealth Management

Short Hills, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-03
NJ RA APPROVED 2017-10-18
  • TX RA
    APPROVED_RES
    Since 2023-01-03
  • NJ RA
    APPROVED
    Since 2017-10-18

Branch Locations

Short Hills, NJ • United States

Short Hills, NJ • United States

1200 Morris Tpke Suite 3005, Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ofc Financial Planning, Llc Short Hills NJ 09/2017 Present
Sabbatical Short Hills NJ 01/2012 09/2017
  • 09/2017 → Present
    Ofc Financial Planning, Llc
    Short Hills, NJ
  • 01/2012 → 09/2017
    Sabbatical
    Short Hills, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-09
S63 Uniform Securities Agent State Law Examination 2001-11-05
  • S65 Uniform Investment Adviser Law Examination
    2017-08-09
  • S63 Uniform Securities Agent State Law Examination
    2001-11-05
Designations
  • Certified Financial Planner
Other Names
  • Emily Michelle Bogdanoff
  • Emily Jaffe

View on SEC IAPD

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