MJ
Michael S. Jones
JAFFE TILCHIN INVESTMENT PARTNERS
TAMPA, FL 33613
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CRD#: 1364944
MJ
Professional summary
Michael Scott Jones is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Tampa, Florida and APW CAPITAL, INC. located in Tampa, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Michael has worked at 8 firms and has passed the Series 63, SIE, Series 62, Series 6 and Series 26 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.
JAFFE TILCHIN WEALTH MANAGEMENT & JAFFE TILCHIN INVESTMENT PARTNERS, INVESTMENT & INSURANCE RELATED, RIA & INSURANCE SALES - AGENT -INSURANCE SALES 20 HRS PER WEEK COMMISSIONS. M. SCOTT JONES & ASSOC, NON INVESTMENT RELATED, SUPPORT COMPANY PRESIDENT 20 HRS PER WEEK SALARY / RIA.
Mr. Jones is also a minority partner of Jaffe Tilchin Wealth Management, and has been since 4/1/18. As such, Mr. Jones shares in the responsibilities of the firm and is entitled to customary benefits of ownership such as distributions of income or profit. As a minority partner he devotes less than five hours per month to this business, which is located at 15350 N. Florida Ave., Tampa, FL 33613. Jaffe Tilchin Wealth Management provides investment and insurance services to individuals and businesses. We mitigate this conflict by disclosing it to our clients and potential clients.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Scott Jones's 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®
NoneExperience
Current
April 25, 2007 - Present
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
Office #1: 15350 N. Florida Ave., Tampa, FL 33613RIA
CRD#: 143608
TAMPA, FL
Current
April 13, 2009 - Present
APW CAPITAL, INC.
Office #1: 15350 North Florida Avenue, Tampa, FL 33613BD
CRD#: 43814
TAMPA, FL
Past
September 5, 2003 - April 17, 2009
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TAMPA, FL
Past
January 2, 2002 - December 31, 2008
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
TAMPA, FL
Past
April 1, 1999 - September 5, 2003
JONATHAN ROBERTS FINANCIAL GROUP, INC.
BD
CRD#: 46285
TAMPA, FL
Past
April 28, 1997 - April 1, 1999
SOUTHERN CAPITAL SECURITIES, INC.
BD
CRD#: 27188
TAMPA, FL
Past
November 6, 1995 - October 2, 1997
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
May 28, 1985 - October 25, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
JT
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
J BEST ADVISORY GROUP | TRENT TRONCOSO GROUP | TILCHIN WEALTH MANAGEMENT, LLC | JAFFETILCHIN INVESTMENT PARTNERS, LLC | JAFFE TILCHIN WEALTH MANAGMENT | JAFFE TILCHIN WEALTH MANAGEMENT | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | JAFFE TILCHIN INVESTMENT PARTNERS | JAFFE TILCHIN INSTITUTIONAL CONSULTING
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(9/23/2024)
IAR
Florida(4/25/2007)
RR
Florida(4/13/2009)
RR
Georgia(4/12/2021)
RR
Indiana(4/12/2021)
RR
Kentucky(12/23/2019)
RR
Ohio(4/13/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/15/1998
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JT
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
J BEST ADVISORY GROUP | TRENT TRONCOSO GROUP | TILCHIN WEALTH MANAGEMENT, LLC | JAFFETILCHIN INVESTMENT PARTNERS, LLC | JAFFE TILCHIN WEALTH MANAGMENT | JAFFE TILCHIN WEALTH MANAGEMENT | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | JAFFE TILCHIN INVESTMENT PARTNERS | JAFFE TILCHIN INSTITUTIONAL CONSULTING
CRD#: 143608 / SEC#: 801-67720
RIA
Registered Investment Advisory firm - (4/18/2007 Approved)Upgrade to AdvisorCheck Premium
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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
34
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,235 |
| AUM (Assets Under Management) | $ 1,839,648,700 |
Red Flags
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Company Information
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD#: 143608Tampa, FL 33613TRUST BUT VERIFY
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