LT
Louis M. Tilchin
JAFFE TILCHIN INVESTMENT PARTNERS
TAMPA, FL 33613
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CRD#: 1495823
LT
Professional summary
Louis Meyers Tilchin, who also goes by Louis Tilchin, is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Tampa, Florida.
Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Louis has worked at 6 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Louis Tilchin
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.
1. majority partner of Jaffe Tilchin Wealth Management, and has been since the firm was founded. As such, Mr. Tilchin shares in the responsibilities of the firm and is entitled to customary benefits of ownership such as distributions of income or profit. As a majority partner he devotes 120 to 160 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.
2. RCR Financial; Tampa, FL; Service description: property and casualty agency; Duties: Silent partner; Title: owner; compensation: receives half of any profits via distributions.
3. MMB Marketing LLC, Investment related: Yes, none, Tampa, Florida, 33613, LLC owns private equity in a medical device company, none, 12/01/2019, 0, none
CRS (Client Relationship Summary) - RIA
Click below to view Louis Meyers Tilchin'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
June 15, 2007 - Present
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
Office #1: 15350 N. Florida Ave, Tampa, FL 33613RIA
CRD#: 143608
TAMPA, FL
Past
April 13, 2009 - May 4, 2020
APW CAPITAL, INC.
BD
CRD#: 43814
TAMPA, FL
Past
September 5, 2003 - April 17, 2009
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TAMPA, FL
Past
January 8, 2002 - September 5, 2003
JONATHAN ROBERTS FINANCIAL GROUP, INC.
BD
CRD#: 46285
TAMPA, FL
Past
January 3, 2002 - December 31, 2008
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
TAMPA, FL
Past
June 13, 1986 - January 24, 2002
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.Highlighted states indicate IAR registrations
IAR
Florida(6/15/2007)
Exams
General Industry/Product Exam
General Industry/Product Exam
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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