Michelle M. Ludwig

JAFFE TILCHIN INVESTMENT PARTNERS

TAMPA, FL 33613

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CRD#: 1189923

Professional summary

Michelle Marie Ludwig is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Tampa, Florida.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Michelle has worked at 7 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Marie Ludwig's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2024 - Present

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Office #1: 15350 N. Florida Ave., Tampa, FL 33613

RIA

CRD#: 143608

TAMPA, FL

Past

September 23, 2002 - September 26, 2024

TREGER & ASSOCIATES

RIA

CRD#: 115164

LEXINGTON, VA

Past

July 14, 2000 - April 2, 2001

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

BOCA RATON, FL

Past

December 9, 1992 - February 26, 2002

TOAD RUN LLC

CRD#: 30760

ORLANDO, FL

Past

September 12, 1992 - December 12, 1992

ISBIN INVESTMENTS, INC.

CRD#: 20886

ST. LOUIS PARK, MN

Past

October 17, 1986 - September 23, 1992

MOORE, JURAN AND COMPANY, INC.

CRD#: 7083

MINNEAPOLIS, MN

Past

September 23, 1983 - November 6, 1986

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

CRD#: 143608 / SEC#: 801-67720

RIA

Registered Investment Advisory firm - (4/18/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/21/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/6/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 10/3/1983

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/17/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/1/1992

General Securities Principal Examination

Current Firm

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

CRD#: 143608 / SEC#: 801-67720

RIA

Registered Investment Advisory firm - (4/18/2007 Approved)

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Contact information

Main Address

15350 N. Florida Ave., Tampa, FL 33613

Mailing Address

Phone number

(813) 963-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JAFFE TILCHIN ADV 2A DISCLOSURE BROCHURE (8/27/2025)

JAFFE TILCHIN WRAP FEE PROGRAM BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts	4,235
AUM (Assets Under Management)	$ 1,839,648,700

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michelle M. Ludwig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Marie Ludwig's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREGER & ASSOCIATES

NEWBRIDGE SECURITIES CORPORATION

TOAD RUN LLC

ISBIN INVESTMENTS, INC.

MOORE, JURAN AND COMPANY, INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2001

Series 63

Date: 10/6/1983

Series 3

Date: 10/3/1983

Series 7

Date: 9/17/1983

Series 24

Date: 10/1/1992

Current Firm

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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