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ROCHESTER FINANCIAL SERVICES

FELDMAN JEFFREY MARK

CRD 107956 · SEC 801-57098

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NJ, United States

Phone

585-442-7580

Fax

585-351-2458

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$340.6M

Discretionary AUM

$340.6M

Team

1 total employees; 1 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals190$81.3M
High net worth individuals130$259.4M

States served

NJ, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD