Bruce F. Shindelman

JAFFE TILCHIN INVESTMENT PARTNERS

TAMPA, FL 33613

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CRD#: 1223306

Professional summary

Bruce Frederick Shindelman, who also goes by Bruce Frederick Shindelman, Bruce Frederick Shindleman, is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Tampa, Florida.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Bruce has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Frederick Shindelman | Bruce Frederick Shindleman

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.

Jaffe Tilchin Investments Partners. Yes. 15350 N Florida Ave Tampa FL 33613. RIA. Investment Advisor. 12/2020. 75-80% devoted to business. Portfolio management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Frederick Shindelman'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

January 26, 2021 - Present

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

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

RIA

CRD#: 143608

TAMPA, FL

Past

June 27, 2022 - February 1, 2023

APW CAPITAL, INC.

CRD#: 43814

TAMPA, FL

Past

July 1, 2003 - December 23, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TAMPA, FL

Past

July 1, 2003 - December 23, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TAMPA, FL

Past

June 20, 1990 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

TAMPA, FL

Past

August 25, 1989 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

June 8, 1987 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

NEW YORK, NY

Past

June 12, 1984 - June 16, 1987

MORGAN STANLEY DW INC.

CRD#: 7556

Past

March 19, 1984 - June 30, 1984

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

CRD#: 14538

Past

March 5, 1984 - March 16, 1984

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

March 5, 1984 - March 21, 1984

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

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

Florida
(1/26/2021)

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 65

Date: 10/24/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/9/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/18/1984

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Bruce F. Shindelman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Frederick Shindelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

THOMSON MCKINNON SECURITIES INC.

MORGAN STANLEY DW INC.

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2000

Series 63

Date: 9/10/1984

SIE

Date: 10/1/2018

Series 31

Date: 12/9/2003

Series 7

Date: 2/18/1984

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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