Raymond James Financial Services Advisors
44yrs
Top advisor by experience in Vero Beach
33yrs
David Alan Jaffe
Financial advisor at Professional Advisory Services
At a glance
Experience33 years (since 1993)
How that compares ?Top advisor by experience at Professional Advisory Services
Office2770 Indian River Blvd. #204, Vero Beach, FL 32960
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Professional Advisory Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2016 – nowProfessional Advisory Services Inc.Current firm
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Professional Advisory Services at 772-778-0552 and ask for David Alan Jaffe. David works from the Vero Beach, FL office.
How long has David been a financial advisor?
David has been in the industry since 1993, about 33 years. Top advisor by experience at Professional Advisory Services.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Professional Advisory Services reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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