John C. Lydick

JAFFE TILCHIN INVESTMENT PARTNERS | Financial Advisor

Panama City Beach, FL

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CRD#: 4580487

Professional summary

John Charles Lydick, who also goes by John Charles Lydick, Jon Charles Lydick, is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Panama City Beach, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Charles Lydick | Jon Charles Lydick

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. Jon Charles Makeovers Inc.; Not investment-related; 1714 West 23 Street Suite H Panama City FL 32405; Salon; President/Owner; January 1985; 16 hours per month; 0 during trading hours; Collect rent and service clients. 2. Christ Our Savior Lutheran Church; Not investment-related, 300 Clara Ave Panama City Beach FL 32407; Church; Organist; April 2017; 8 hours per month; 0 during trading hours; Play organ during church service.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Lydick'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®

CRD#: 6694

PANAMA CITY, FL

Past

December 13, 2002 - January 31, 2003

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

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
(7/11/2025)

IAR

North Carolina
(6/30/2025)

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: 6/12/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/17/2005

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/12/2005

General Securities Sales Supervisor - Options Module 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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John C. Lydick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Lydick's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LEVEL FOUR FINANCIAL, LLC

LEVEL FOUR FINANCIAL, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/12/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/12/2002

Series 10

Date: 10/17/2005

Series 9

Date: 7/12/2005

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

Contact information

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