David Jaffa
David Jaffa is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Farmington Hills, MI, with 56 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30833 Northwestern Hwy Ste 125, Farmington Hills, MI, 48334
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2011Customer Dispute
January 2009Customer Dispute
April 2003Customer Dispute
August 1989Other Business ActivitiesSells Insurance
David offers fixed insurance products, including life, health, disability, annuities, and long-term care, through Financial Network, taking nearly full-time hours. He also serves as a board member for the American Technion Society and is the owner of David A. Jaffa and Co., and president of Sheri & David Jaffa Family Support Foundation, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pennsylvania Securities CompanyBroker
Pennsylvania Securities CompanyBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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