SJ
Scott A. Jaffe
JAFFE TILCHIN INVESTMENT PARTNERS
tampa, FL 33613
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CRD#: 1536635
SJ
Professional summary
Scott Alan Jaffe is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Tampa, Florida.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Scott has worked at 6 firms and has passed the Series 63, SIE, Series 3 and Series 7 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.
Mr. Jaffe is also a majority partner of Jaffe Tilchin Investment Partners, LLC, and has been since the firm was founded. As such, Mr. Jaffe 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 the majority of his time each 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 Scott Alan Jaffe'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
Past
April 13, 2009 - October 6, 2021
APW CAPITAL, INC.
BD
CRD#: 43814
TAMPA, FL
Past
April 23, 2007 - April 17, 2009
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TAMPA, FL
Past
March 5, 1997 - May 3, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
TAMPA, FL
Past
February 19, 1997 - May 3, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
TAMPA, FL
Past
February 5, 1988 - February 26, 1997
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
July 23, 1986 - February 18, 1988
THE STUART-JAMES COMPANY, INCORPORATED
BD
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".
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(4/25/2007)
Exams
State Security Law Exam
General Industry/Product Exam
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD#: 143608Tampa, FL 33613TRUST BUT VERIFY
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