Jeffrey Yoffe
Yoffe Investment Management · Lemoyne, Pennsylvania
Jeffrey Yoffe is a fee-only financial advisor at Yoffe Investment Management in Lemoyne, Pennsylvania. Yoffe Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Yoffe Investment Management |
|---|---|
| Based in | Lemoyne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $174.9M across 46 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6406293 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jeffrey's firm compares
- Yoffe Investment Management's average account is about $3.8 million, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Jeffrey
Is Jeffrey Yoffe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Yoffe Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Yoffe Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Yoffe based?
Jeffrey Yoffe is based in Lemoyne, Pennsylvania.
Is Jeffrey Yoffe registered with the SEC?
Yes. Jeffrey Yoffe is registered as an investment adviser representative in PA (CRD 6406293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yoffe Investment Management manage?
Yoffe Investment Management reports $174.9M across 46 accounts in assets under management.
How do I contact Jeffrey Yoffe?
Contact details aren't on file yet. Search for Yoffe Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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