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Brett David Witkowski

Jaffe Tilchin Investment Partners, LLC

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About Brett David Witkowski

Brett Witkowski is an investment advisor representative associated with Jaffe Tilchin Investment Partners, LLC. Brett has been in the industry since 2008. Brett Witkowski is also a minority partner of Jaffe Tilchin Wealth Management. Brett Witkowski has passed the Series 65 exam, which is the Uniform Investment Adviser Law Examination. Brett Witkowski has been registered with the state of Florida since February 6, 2009. Brett Witkowski provides financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Brett Witkowski is currently registered with Jaffe Tilchin Investment Partners, LLC. Jaffe Tilchin Investment Partners, LLC is a registered investment advisor with offices in Tampa, FL. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, trusts, corporations, and pension plans. They manage over $1.47 billion in assets and have a team of 14 licensed agents and 25 investment advisor representatives.
Jaffe Tilchin Investment Partners, LLC

15350 N. FLORIDA AVE.

TAMPA, FL 33613

$1.47B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Witkowski’s Registration & Firm History

FL

02/06/2009 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 12/12/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett David Witkowski.
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