Giancarlo Troncoso
JAFFE TILCHIN INVESTMENT PARTNERS
TAMPA, FL 33613
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CRD#: 6088101
Professional summary
Giancarlo Troncoso, CFP®, CPWA®, who also goes by John Troncoso, is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Tampa, Florida and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Raleigh, North Carolina.
Giancarlo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Giancarlo has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Troncoso
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. Troncoso is also a minority partner of Jaffe Tilchin Wealth Management, and has been since 4/1/18. As such, Mr. Troncoso shares in the responsibilities of the firm and is entitled to customary benefits of ownership such as distributions of income or profit. As a minority partner he devotes less than five 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. Mr. Troncoso is registered with Jaffe Tilchin Investment Partners, LLC which is also doing business as Trent Troncoso Group.
CRS (Client Relationship Summary) - RIA
Click below to view Giancarlo Troncoso'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®
CFP®
Start date: 2018
CPWA®
Start date: 2021-06-02
Expire date: 2023-05-31
Experience
Current
May 25, 2016 - Present
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
Office #1: 15350 N. Florida Ave., Tampa, FL 33613RIA
CRD#: 143608
TAMPA, FL
Current
July 3, 2025 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 1611 East Millbrook Road, Raleigh, NC 27609RIA
BD
CRD#: 126514
Raleigh, 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".
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(1/23/2025)
RR
California(7/3/2025)
IAR
Florida(5/25/2016)
RR
Florida(7/3/2025)
IAR
Illinois(1/23/2025)
RR
Illinois(7/3/2025)
IAR
Kentucky(1/23/2025)
RR
Kentucky(7/3/2025)
IAR
North Carolina(1/23/2025)
RR
North Carolina(7/8/2025)
IAR
Ohio(1/24/2025)
RR
Ohio(7/7/2025)
IAR
South Carolina(1/23/2025)
RR
South Carolina(7/3/2025)
IAR
Virginia(1/23/2025)
RR
Virginia(7/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/3/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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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