Jeffrey Yoffe has been Sole Member/Chief Compliance Officer of Yoffe Investment Management since September 2014, is a control person of the firm and directly owns 75% or more of it.
Yoffe Investment Management, LLC is a Lemoyne, PA firm with $175M under management, 13 clients and 1 adviser in one office, as of its February 2026 filing.
- – present · 11 yearsLemoyne, PA · Adviser representative · Firm CRD 173454
Investment adviser representative registrations
Jeffrey Yoffe is registered as an investment adviser representative in Pennsylvania, since November 2014.
- PennsylvaniaSince 10 November 2014
Examinations
No examinations are on Jeffrey Yoffe’s record.
- Full name
- Jeffrey N Yoffe
- CRD
- 6406293
- Firm
- Yoffe Investment Management · CRD 173454
- Role
- Sole Member/Chief Compliance Officer
- Office
- 2 LEMOYNE DRIVE, SUITE 100, Lemoyne, PA 17043
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Yoffe work?
Jeffrey Yoffe has been Sole Member/Chief Compliance Officer of Yoffe Investment Management, LLC since September 2014, and is a control person of the firm.
Is Jeffrey Yoffe a financial advisor?
Yes. Jeffrey Yoffe has a current investment-adviser registration in Pennsylvania, through Yoffe Investment Management since November 2014.
How many years of experience does Jeffrey Yoffe have?
Jeffrey Yoffe has 11 years in the financial industry, since November 2014, across 1 adviser firm.
Where is Jeffrey Yoffe based?
Jeffrey Yoffe’s registered office is in Lemoyne, PA.
Is Jeffrey Yoffe registered with FINRA?
No. Jeffrey Yoffe has no current broker registration.
How can I verify Jeffrey Yoffe’s record?
Search CRD 6406293 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Yoffe’s full registration record.