David G. Pearlman

JAFFE TILCHIN INVESTMENT PARTNERS

TAMPA, FL 33613

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CRD#: 4077379

Professional summary

David Glen Pearlman is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Tampa, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 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.

Pearlman Financial, LLC; Not investment-related; 13714 Springer Lane, Tampa, FL, 33625; Established for payroll, 401k benefits, etc.; Owne;, 02/09/2021; 2 hours per month; payroll, 401k benefits, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Glen Pearlman'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

June 4, 2019 - Present

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

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

RIA

CRD#: 143608

TAMPA, FL

Past

June 21, 2019 - June 30, 2022

APW CAPITAL, INC.

CRD#: 43814

TAMPA, FL

Past

January 22, 2015 - June 4, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TAMPA, FL

Past

January 22, 2015 - June 4, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TAMPA, FL

Past

November 18, 2011 - January 23, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLEARWATER, FL

Past

November 18, 2011 - January 23, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLEARWATER, FL

Past

June 24, 2010 - November 22, 2011

MORGAN STANLEY

RIA

CRD#: 149777

TAMPA, FL

Past

March 15, 2010 - November 22, 2011

MORGAN STANLEY

CRD#: 149777

TAMPA, FL

Past

June 15, 2002 - February 20, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

November 13, 2001 - June 15, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

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
(8/19/2019)

IAR

Texas
(6/4/2019)

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 66

Date: 4/1/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/16/2001

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: 5/6/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/12/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/2001

Investment Company Products/Variable Contracts 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

David G. Pearlman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Glen Pearlman's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WACHOVIA SECURITIES, INC.

Primary Firm SEC Registration

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/1/2010

Series 63

Date: 11/16/2001

SIE

Date: 10/1/2018

Series 31

Date: 5/6/2010

Series 7

Date: 3/12/2010

Series 6

Date: 11/12/2001

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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