linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Louis Meyers Tilchin

Jaffe Tilchin Investment Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Louis? Claim Your Profile

About Louis Meyers Tilchin

Louis Tilchin is a financial advisor with Jaffe Tilchin Investment Partners, LLC located in Tampa, Florida. Louis has been in the industry since 1986, and has a proven track record of success in helping individuals and businesses reach their financial goals. Louis specializes in providing financial planning, investment management, and retirement planning services. Louis is committed to providing personalized service and a comprehensive approach to financial planning.

Firm Information

Louis Tilchin 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Louis Tilchin’s Registration & Firm History

FL

06/15/2007 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

FL

04/13/2009 - 05/04/2020

APW CAPITAL, INC. (TAMPA FL)

FL

09/05/2003 - 04/17/2009

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

FL

01/08/2002 - 09/05/2003

JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)

NJ

06/13/1986 - 01/24/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Louis Meyers Tilchin is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Louis Meyers Tilchin. Review regulatory record here.
Not sure if Louis Meyers Tilchin is right for you?