Grow Your Business, Grow With Us

History

1994

Tilchin Financial Established
As a breakaway in a pilot program, Lou Tilchin established Tilchin Financial long before going independent was a thing. Seeing the writing on the wall with regulations, payouts, and wirehouse trends, Lou got ahead of the pack.

2007

Jaffe Tilchin Wealth Management is established
Lou Tilchin and Scott Jaffe founded what is known today as Jaffe Tilchin Wealth Management. Fidelity is the sole custodian, with $375 million being held there at this time. Scott Jaffe was a breakaway from Smith Barney and brought several associates with him to embark on this endeavor. There are 28 professionals at the firm, which also provides risk management and insurance solutions.

2010

New Headquarters
The JTWM headquarters is established in North Tampa. This 14,000 square foot two story building has become a staple in the area with a modern take on neo-classical architecture and upscale masonry façade.

2012

Custodial Expansion
While still recovering from the great recession of 2008-09, JTWM made a strategic decision to add another custodial option – TD Ameritrade. This provided clients another option in case Fidelity fell short for any reason. Some clients even appreciated the ability to diversify custodians, splitting their assets between the two custodians providing an additional diversifier to the financial plan.

2016

Partner Equity Expansion
As part of the long-term vision for the company to remain competitive and relevant, the founding partners offered key members of the firm to become equity partners. The founders decided that transitioning ownership internally over time rather than selling to an outside buyer was in the best interest of the company as a whole.

2023

Jaffe Tilchin Foundation
Even though we have been spearheading several community charity events per year, it is not until 2023 that we formally establish the Jaffe Tilchin Foundation. Aimed at helping underprivileged families, children, and veterans, at least 4 events per year take place providing tremendous support to the community. Our flagship event, The Thanksgiving Turkey Harvest, has provided thousands of Thanksgiving meals over the years. Established in the early 2000s by Scott Jaffe, he used to go door to door in underprivileged neighborhoods handing out meals for the holidays. Now we carry the torch onward with a structured program in partnership with Hillsborough County Schools.

2023

Custodial offering expanded again
We have added a third custodian offering to our mix, Raymond James. RJ has a strong local presence as well as some unique banking solutions not offered through our existing custodians.

2024

Beyond Tampa
Jaffe Tilchin begins building a presence beyond Tampa. We have onboarded an Atlanta-based advisor and are actively onboarding several more from across the United States.

10 Reasons to join

JAFFE TILCHIN WEALTH MANAGEMENT

Your Clients are Yours

there is no question or debate about this

Competitive Payouts

Competitive payouts from the start

Platform solutions

Industry leading platform solutions

Support Team

Behind the scenes support team for all your needs, as well as your clients

Custodians

Top tier custodians

Direct Access

Direct access to senior management

Onboarding Team

Experienced onboarding team

No Quotas

No quotas or growth requirements

Succession Planning

Internal succession planning to monetize your book of business

Portfolio Management

Be as hands-on or hands-off when it comes to portfolio management solutions, we have you covered either way

The Jaffe Tilchin Solution


Transition

Where The Rubber Meets The Road

  1. 1
    Meet to understand your client demographics, account structures, and security types
  2. 2
    Establish a plan and timeline that fits your needs and preferences
  3. 3
    We handle the administrative tasks such as registrations and licensing, while you gather client info for account opening/transfers
  4. 4
    Back office support for client onboarding, monitoring and resolving any issues along the way
  5. 5
    Weekly status meeting providing updates on account opening, transfers, and outstanding items
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Compliance

We Take On The Burden Of Oversight And Guidance
  1. Compliance manuals
  2. Supervisory
  3. ADV filings
  4. Marketing material review
  5. Social Media Archiving
  6. Compliance training
  7. Insurance (E&O, Fidelity Bond, Cyber Bond, ERISA)
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Operations

We Run The Business So You Can Focus On Your Clients
  1. Account Maintenance
  2. Money Movement
  3. Client Billing
  4. Trading
  5. Document review and retention
  6. Document submission to custodians
  7. NIGO resolution
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Technology

Best of Breed Solutions
  1. CRM
  2. Portfolio Management
  3. Performance Reporting
  4. Trading and Rebalancing
  5. Financial Planning
  6. Client Portals
  7. Paperless document retention/archiving
  8. Electronic document signatures and processing

Portfolio Management

Solutions Ranging From Diy To Plug And Play, And Everything In Between
Traditional
Stocks, bonds, mutual funds, ETFs
Bespoke
Options, structured notes
Managed Accounts

Internal Portfolio Management
Third Party Portfolio Management

Portfolio Management Support

Model Portfolios
Modeling / Assigning / Trading

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Frequently Asked Questions

General

Technology

Products

Payout