Allison Jaffe is a control person of BPP Wealth Solutions and directly owns under 5% of it. Allison Jaffe holds a Bachelor of Arts in Communications Management from the University of Dayton.
BPP Wealth Solutions is an investment adviser based in Basking Ridge, NJ, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $247 million, as filed on 9 March 2026. Its fees, ownership and offices are on the firm’s profile.
Allison Jaffe is Chief Compliance Officer of BPP Wealth Solutions, based in Basking Ridge, NJ. She began her career in the financial industry in 1993 at Oppenheimer & Co., Inc. in New York City. She joined BPP as a compliance consultant in 2020 and moved to the Chief Compliance Officer position in April 2021.
- CRD
- 2391256
- Firm
- BPP Wealth Solutions · CRD 166962
- Role
- Chief Compliance Officer
- In role since
- March 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Basking Ridge, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bppwealth.com
Where does Allison Jaffe work?
Allison Jaffe has been Chief Compliance Officer of BPP Wealth Solutions, LLC since March 2021, and is a control person of the firm.
How can I verify Allison Jaffe’s record?
Allison Jaffe’s role is listed on BPP Wealth Solutions, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 166962.
