Allison Jaffe

Chief Compliance Officer

Allison Jaffe serves as the Chief Compliance Officer at Blue Square Wealth.

Allison has over 28 years of varied experience in the financial services industry in both the retail and institutional Broker/Dealer space where she held her Series 7, 24 and 63 securities licenses. In 2008 Allison began working on the Compliance side of the business and has been working in the Investment Advisory, asset/wealth management space serving as a CCO since 2013.

Allison received her B.A. in Communications Management with a minor in Marketing from the University of Dayton in 1992. She enjoys the outdoors, live concerts, playing tennis, boating with her family and friends, and spending her free time at the beach. Allison lives in Navesink, NJ with her husband two children.

How can we help?

Please reach out if you have any questions or would like to learn more about what we do.