RF
RF
Robert Friedman is a registered investment advisor at Jaffa Gate Research & Advisory, based in Short Hills, NJ, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Custom research and analysis services - billed at $150 per hour
- Fixed fee reports - $950 per report
One-Time Plan:$950
Hourly Rate:$150/hr
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Location
Short Hills, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jaffa Gate Research & Advisory
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Aem Asset Management, LLC
September 2020 - March 2021 · 6 mos
Rrbb Asset Management, LLC
September 2019 - December 2020 · 1 yr 3 mos
State Registrations1 state
NJ
Advisor
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
No exam information available for this advisor.