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Donald Michael Rhomberg

Jaffe Tilchin Investment Partners, LLC

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About Donald Michael Rhomberg

Donald Michael Rhomberg is a financial advisor with Jaffe Tilchin Investment Partners, LLC. Donald has been working in the financial industry since 1997 and holds the Series 6, 63, and 65 licenses. Donald has experience working with individuals, trusts, corporations, charitable organizations, and pension and profit-sharing plans. In addition to working at Jaffe Tilchin Investment Partners, LLC, Donald is also the president and owner of Rhomberg Financial.

Firm Information

Donald Rhomberg 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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Donald Rhomberg’s Registration & Firm History

FL

10/10/2008 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

FL

04/14/2009 - 05/16/2012

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (TAMPA FL)

FL

09/05/2003 - 04/17/2009

J.W. COLE FINANCIAL, INC. (TAMPA FL)

FL

03/21/2000 - 09/05/2003

JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)

NJ

06/09/1997 - 03/07/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/27/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Michael Rhomberg.
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