Unclaimed Profile

Giancarlo Troncoso

JAFFE TILCHIN INVESTMENT PARTNERS, LLC·TAMPA, Florida

SIE, Series 7TO, Series 63, Series 65CFPClean record10 years registeredJAFFE TILCHIN INVESTMENT PARTNERS, LLC

15350 N. FLORIDA AVE., TAMPA, FL 33613CRD# 6088101Firm CRD# 143608

Profile Verification

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

Identity

Giancarlo Troncoso · TAMPA, FL

Registration

CRD #6088101 · JAFFE TILCHIN INVESTMENT PARTNERS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Jul 2025 – present

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

May 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · May 25, 2016

Years registered · 10

Professional designation · CFP

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 Giancarlo Troncoso offer?

Giancarlo Troncoso specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Giancarlo Troncoso's credentials?

Giancarlo Troncoso holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Giancarlo Troncoso located?

Giancarlo Troncoso 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 Giancarlo Troncoso charge for services?

Giancarlo Troncoso'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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