Morgan Stanley
47yrs
Top advisor by experience in Short Hills
7yrs
Robert Friedman
Full name on record: Robert E Friedman
Financial advisor at Jaffa Gate Research & Advisory
Based in Short Hills, New Jersey, Robert Friedman is a fiduciary financial advisor with 7 years of industry experience. Robert has been with Jaffa Gate Research & Advisory since 2021; before that, Robert spent less than a year at AEM Asset Management and a year at RRBB Asset Management. The firm is paid through hourly fees and flat fees.
One of 318 advisors with offices in Short Hills, and one of 301 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeShort Hills, NJ
How the firm is paid ?Hourly, Flat fee
States licensed ?1 state
Services through Jaffa Gate Research & Advisory
Other services
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 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowJaffa Gate Research & AdvisoryCurrent firm
- Sep 2020 – Mar 2021AEM Asset Management, LLCPreviously
- Sep 2019 – Dec 2020RRBB Asset Management, LLCPreviously
Contact Robert
(974) 464-6761Jaffa Gate Research & Advisory main office Short Hills, NJOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Robert
How do I contact Robert?
Call Jaffa Gate Research & Advisory at (974) 464-6761 and ask for Robert Friedman. Robert works from the Short Hills, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Jaffa Gate Research & Advisory reports being paid by hourly fees, flat or fixed fees. Ask Robert 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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