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Scott Alan Jaffe

Jaffe Tilchin Investment Partners, LLC

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About Scott Alan Jaffe

Scott Alan Jaffe is a registered investment advisor representative associated with Jaffe Tilchin Investment Partners, LLC. Scott has been in the industry since 1986 and has a Series 63, Series 3, and Series 7 licenses. Scott is also a majority partner of Jaffe Tilchin Investment Partners, LLC. Scott works with clients to provide investment and insurance services to individuals and businesses.

Firm Information

Scott Jaffe 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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Scott Jaffe’s Registration & Firm History

FL

04/25/2007 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

FL

04/13/2009 - 10/06/2021

APW CAPITAL, INC. (TAMPA FL)

FL

04/23/2007 - 04/17/2009

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

FL

02/19/1997 - 05/03/2007

CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)

NY

02/05/1988 - 02/26/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

07/23/1986 - 02/18/1988

THE STUART-JAMES COMPANY, INC.

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Licenses & Designations

BC

Issued 08/25/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1990

Series 3 - National Commodity Futures Examination

BC

Issued 07/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Scott Alan Jaffe. Review regulatory record here.
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