Unclaimed Profile

Louis Meyers Tilchin

JAFFE TILCHIN INVESTMENT PARTNERS, LLC·TAMPA, Florida

SIE, Series 624 years registeredJAFFE TILCHIN INVESTMENT PARTNERS, LLC

15350 N. FLORIDA AVE., TAMPA, FL 33613CRD# 1495823Firm CRD# 143608

Profile Verification

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

Identity

Louis Meyers Tilchin · TAMPA, FL

Registration

CRD #1495823 · JAFFE TILCHIN INVESTMENT PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Jun 2007 – present

JONATHAN ROBERTS ADVISORY GROUP, INC.

Jan 2002 – Dec 2008

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Registration record

First registered · January 3, 2002

Years registered · 24

Disclosure History

2011Customer Dispute·Settled

2003Customer Dispute·Settled

2002Customer Dispute·Award / Judgment

2002Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Louis Meyers Tilchin offer?

Louis Meyers Tilchin specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Louis Meyers Tilchin's credentials?

Louis Meyers Tilchin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Meyers Tilchin located?

Louis Meyers Tilchin 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 Louis Meyers Tilchin charge for services?

Louis Meyers Tilchin'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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