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RM

Robert V. May

JAFFE TILCHIN INVESTMENT PARTNERS
Lexington, KY
Some features on this profile are disabled
CRD#: 1765377
RM

Professional summary

Robert Vernon May, who also goes by Bob May, Bobby May, is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Lexington, Kentucky.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Robert has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob May | Bobby May

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 Robert Vernon May'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

July 23, 2025 - Present

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

RIA
CRD#: 143608
Lexington, KY
Past

December 13, 1991 - June 11, 1993

INTERCAROLINA FINANCIAL SERVICES, INC.

BD
CRD#: 19475
Past

July 10, 1991 - May 27, 2025

TRENT CAPITAL MANAGEMENT INC

RIA
CRD#: 107344
LEXINGTON, KY
Past

January 1, 1988 - June 8, 1990

J.C. BRADFORD & CO.

BD
CRD#: 1287

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
DASANKOP AND ASSOCIATES | WITKOWSKI-WRIGHT TEAM | TRENT TRONCOSO GROUP | TILCHIN WEALTH MANAGEMENT, LLC | THE TRONCOSO GROUP | NAMA PRIVATE WEALTH | LUDWIG ASSOCIATES | LEWIS TRONCOSO FINANCIAL MANAGEMENT | 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 | J BEST ADVISORY GROUP

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
Kentucky
(7/23/2025)
IAR
North Carolina
(7/23/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/18/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/1987
General Securities Representative Examination

Current Firm

JT
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
DASANKOP AND ASSOCIATES | WITKOWSKI-WRIGHT TEAM | TRENT TRONCOSO GROUP | TILCHIN WEALTH MANAGEMENT, LLC | THE TRONCOSO GROUP | NAMA PRIVATE WEALTH | LUDWIG ASSOCIATES | LEWIS TRONCOSO FINANCIAL MANAGEMENT | 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 | J BEST ADVISORY GROUP

CRD#: 143608 / SEC#: 801-67720

RIA
Registered Investment Advisory firm - (4/18/2007 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
47

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts4,235
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.

Company Information

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

CRD#: 143608Lexington, KY

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