Unclaimed Profile

Brett David Witkowski

JAFFE TILCHIN INVESTMENT PARTNERS, LLC·TAMPA, Florida

Series 65Clean record17 years registeredJAFFE TILCHIN INVESTMENT PARTNERS, LLC

15350 N. FLORIDA AVE., TAMPA, FL 33613CRD# 5270178Firm CRD# 143608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett David Witkowski · TAMPA, FL

Registration

CRD #5270178 · JAFFE TILCHIN INVESTMENT PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Feb 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

CRD 143608 · SEC 801-67720

AUM

$1.5B

Regulatory assets under management

Employees

1,443 client accounts

Services offered by JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JAFFE TILCHIN INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brett David Witkowski offer?

Brett David Witkowski specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Brett David Witkowski's credentials?

Brett David Witkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett David Witkowski located?

Brett David Witkowski is based in TAMPA, Florida, working with JAFFE TILCHIN INVESTMENT PARTNERS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Brett David Witkowski charge for services?

Brett David Witkowski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JAFFE TILCHIN INVESTMENT PARTNERS, LLC?

JAFFE TILCHIN INVESTMENT PARTNERS, LLC has approximately 30 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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