Best Investors Account Sign in
Inactive

David Alan Jaffe

Professional Advisory Services Inc

Vero Beach, FL

Claim This Profile
Current Employers
Professional Advisory Services Inc

2770 Indian River Blvd Suite 204, Vero Beach, FL 32960 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
NC RA APPROVED 2016-04-15
MT RA APPROVED 2016-03-22
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • NC RA
    APPROVED
    Since 2016-04-15
  • MT RA
    APPROVED
    Since 2016-03-22

Branch Locations

2770 Indian River Blvd. #204, Vero Beach, FL 32960 • 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
Professional Advisory Services, Inc. Vero Beach FL 07/1992 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-06-11
  • S65 Uniform Investment Adviser Law Examination
    1993-06-11
Other Names
  • David Jaffe

View on SEC IAPD

Other Firms

MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CORRY CAPITAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
MORANGIE MANAGEMENT LLC
STRATEGIC ADVISERS LLC
SPIREPOINT PRIVATE CLIENT, LLC
DOWLING CAPITAL PARTNERS

Other Investors

MICHAEL JOHN CURLEY
MICHELLE ANN DAVIS
WILLIAM GARDNER JOHNSON
JAMES CLAUDE BRITT
RICHARD GARRITY
CHRISTY JOAN NORTHFIELD
LINDSAY MARGARET YENCHO
Hanson H Peirce

Other Offices

MORGAN STANLEY · Vero Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
CORRY CAPITAL ADVISORS, LLC · VERO BEACH, FL
CHARLES SCHWAB & CO., INC. · Vero Beach, FL
MORANGIE MANAGEMENT LLC · VERO BEACH, FL
STRATEGIC ADVISERS LLC · VERO BEACH, FL
SPIREPOINT PRIVATE CLIENT, LLC · VERO BEACH, FL

More in Vero Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor