Suzan Luna Jaffe

Current Employers

Employment History

• 08/2010 → 10/2020
  Kms Financial Services, Inc
  Seattle, WA
• 10/2020 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 10/2020 → Present
  Vanderbilt Advisory Services
  Woodbury, NY

Previous Registrations

• 2010-08-24 → 2020-10-15
  Kms Financial Services, Inc.
  Seattle, WA
  Portland, OR

Other Businesses

1) LUNARIA FINANCIAL, LTD. - Investment related. Start date: 08/20/2010. Address: 7837 SW Capitol Highway Suite C, Portland OR, 97219. Title: Owner and CEO. Duties: Certified Financial Planner and investment advisor, Owner/CEO, handle all administrative tasks relating to running the company, Accounting and payroll, Management of staff. Time spent during regular hours: 85%. 2) Grief Counseling with Luna Jaffe. Not investment related. Start date: 12/15/2023. Address: 180 Lincoln Ave, Amherst MA, 01002. Title: Coach. Duties: One-on-one grief coaching Group grief coaching and ceremonies. Time spent during regular hours: 20%. 3) Book sales and Substack subscriptions. Not investment related. Start date: 08/01/2025. Address: 120 Pulpit Hill Rd #4, Amherst, MA 01002. Title: Author. Duties: I'm an author and now have a Substack with subscription options. I will launch my new book this fall. Time spent during regular hours: 5%. 4) Cherry Hill Cohousing. Not investment related. Start date: 02/14/2026. Address: 120 Pulpit Hill Road, Amherst, MA 01002. Title: President. Duties: Our governance model in one in which the HOA board has very few responsibilities and is in place to fulfill state requirements. I will sign documents when a unit is sold, but other than that I would only be called on in a situation that requires board approval. Time spent during regular hours: 0%.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-04-17

Designations

Other Names

• Susan Carol Braun
• Suzan Luna Braun
• Suzan Luna Jaffe