Chickasaw Capital Management
47yrs
Top advisor by experience in Memphis
9yrs
Robert Jaffe has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Memphis, Tennessee. Robert has been with Silver Oak Securities since 2018; before that, Robert spent three years at Jaffe Wealth Management & Consulting. Silver Oak Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 845 advisors with offices in Memphis, and one of 698 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office6363 Poplar Avenue, Suite 405, Memphis, TN 38119
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$278,962
Advisors at the firm118
States licensed ?2 states
Services through Silver Oak Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- 2019 – 2022Jaffe Wealth Management & Consulting, Inc.Previously
- 2018 – nowSilver Oak Securities, IncorporatedCurrent firm
Contact Robert
(731) 668-3825Firm headquarters in Jackson, TN. Ask for Robert. 6363 Poplar Avenue, Suite 405Memphis, TN 38119Office · Get directions Firm websitesilveroaksecurities.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Robert
How do I contact Robert?
Call Silver Oak Securities at (731) 668-3825 and ask for Robert Jaffe. Robert works from the Memphis, TN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Robert hold?
Series 63, 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?
Silver Oak Securities reports being paid by a percentage of the assets they manage, 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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