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Michael Scott Jones

Jaffe Tilchin Investment Partners, LLC

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About Michael Scott Jones

Michael Scott Jones is a financial professional with over 35 years of experience in the financial services industry. Michael Jones is currently registered with Jaffe Tilchin Investment Partners, LLC, where Michael has been employed since April 2007. Prior to this, Michael worked at several other firms in the industry, including J.W. COLE FINANCIAL, INC., JONATHAN ROBERTS FINANCIAL GROUP, INC., SOUTHERN CAPITAL SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Michael is a licensed insurance agent with Jaffe Tilchin Wealth Management. Michael is also a minority partner of Jaffe Tilchin Wealth Management.

Firm Information

Michael Jones 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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Michael Jones’s Registration & Firm History

FL

04/25/2007 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

FL

09/05/2003 - 04/17/2009

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

FL

04/01/1999 - 09/05/2003

JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)

FL

04/28/1997 - 04/01/1999

SOUTHERN CAPITAL SECURITIES, INC. (TAMPA FL)

NY

11/06/1995 - 10/02/1997

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NJ

05/28/1985 - 10/25/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 02/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1998

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 05/24/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Scott Jones.
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