Jonathan Jaffe

Jon Jaffe Headshot.jpg

Jonathan Jaffe graduated from The Fordham University School of Law (New York) in 1992 while working in the Private Client Services Group at Morgan Stanley. Shortly after passing the New York Bar Exam, Jon was asked to relocate to San Francisco to help manage Morgan Stanley’s San Francisco office. He then became a financial advisor himself, working with high net worth clients on the west coast. After 20 years as a financial advisor, he decided to pursue his first love – the law -- and passed the California Bar Exam in 2020. His financial background gives him a unique perspective on estate planning.  Jon is an avid tennis player and is proud of his four grown children.