Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
25yrs
Eric Jaffe is a fiduciary financial advisor in Bethesda, Maryland, with 25 years in the industry. Eric joined Commonwealth Financial Network in 2016, after ten years at LPL Financial and two years at MML Investors Services. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office4800 Hampden Lane Suite 200, Bethesda, MD 20814
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?2 states
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowCommonwealth Financial NetworkCurrent firm
- 2007 – 2016LPL Financial LLCPreviously
- 2004 – 2007MML Investors Services, LLCPreviously
- 2001 – 2004Equitable Advisors, LLCPreviously
Contact Eric
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Eric. 4800 Hampden Lane Suite 200Bethesda, MD 20814Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Eric
How do I contact Eric?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Eric Jaffe. Eric works from the Bethesda, MD office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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