Advisor Recruiting - Jaffe Tilchin

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 to expand our reach. If there was something positive that came from the Covid-19 pandemic, it was that our investment in technology and remote solutions helped us become not only more resilient to in-office interruptions, but our ability to have remote offices and/or advisors has improved significantly.

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

Portfolio Management

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

Onboarding Team

Experienced onboarding team

Direct Access

Direct access to senior management

Succession Planning

Internal succession planning to monetize your book of business

No Productions

No productions or growth requirements

The Jaffe Tilchin Solution

Transition

Where The Rubber Meets The Road

1

Meet to understand your client demographics, account structures, and security types

2

Establish a plan and timeline that fits your needs and preferences

3

We handle the administrative tasks such as registrations and licensing, while you gather client info for account opening/transfers

4

Back office support for client onboarding, monitoring and resolving any issues along the way

5

Weekly status meeting providing updates on account opening, transfers, and outstanding items

Compliance

We Take On The Burden Of Oversight And Guidance

Compliance manuals

Supervisory

ADV filings

Marketing material review

Social Media Archiving

Compliance training

Insurance (E&O, Fidelity Bond, Cyber Bond, ERISA)

Operations

We Run The Business So You Can Focus On Your Clients

Account Maintenance

Money Movement

Client Billing

Trading

Document review and retention

Document submission to custodians

NIGO resolution

Technology

Best of Breed Solutions

CRM

Portfolio Management

Performance Reporting

Trading and Rebalancing

Financial Planning

Client Portals

Paperless document retention/archiving

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

Frequently Asked Questions

General

Technology

We offer a full suite of tools that cover your needs, such as: CRM, portfolio accounting and reporting, paperless document retention, digital client and new onboarding and financial planning.

We can help you familiarize yourself with the different technology solutions in whatever way suits your needs, whether it’s guided tours or self-paced videos and tutorials. We can be as involved as you’d prefer.

Products

Yes. There are several ways to go about it, the easiest of which is to establish margin. This is a quick and easy process. For larger clients that will hold a higher margin debit balance, we can leverage our size and negotiate more favorable rates on a case-by-case basis.

Two other methods available for borrowing involve using collateralized brokerage accounts. Our custodians have relationships with banking partners that makes this a fairly easy process. Or, if the client has a certain bank they prefer to work with, we can establish 3rd party collateral agreements allowing them to use their brokerage account as pledged collateral for the loan.