JAFFE TILCHIN INVESTMENT PARTNERS, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 143608). Regulatory assets under management: $2.4B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Giancarlo Troncoso | CHIEF EXECUTIVE OFFICER | — |
| Louis Meyers Tilchin | MANAGING PARTNER; PRESIDENT | — |
| Michael Scott Jones | CHIEF COMPLIANCE OFFICER | — |
| Marc D Ardizzone | CHIEF OPERATING OFFICER / PARTNER / INVESTMENT ADVISER REPRESENTATIVE | — |
| Scott Alan Jaffe | MANAGING PARTNER; OWNER | — |
| Kyle Brandon Wright | PARTNER / INVESTMENT ADVISER REPRESENTATIVE | — |
| WOOD ROBERT JULIAN | MANAGING MEMBER/MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/MEMBER/PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| JONES MICHAEL SCOTT | CHIEF COMPLIANCE OFFICER | — |
| TILCHIN LOUIS MEYERS | MANAGING PARTNER | — |
| JAFFE SCOTT ALAN | MANAGING PARTNER | — |
| AYALA GABRIEL TADEO | CHIEF COMPLIANCE OFFICER, COO | — |
| WITKOWSKI BRETT DAVID | PORTFOLIO MANAGER | — |
| Pearlman David Glen | PARTNER / INVESTMENT ADVISER REPRESENTATIVE | — |
| TRONCOSO GIANCARLO | PARTNER / INVESTMENT ADVISER REPRESENTATIVE | — |
| WRIGHT KYLE BRANDON | PARTNER / INVESTMENT ADVISER REPRESENTATIVE | — |
| DEGENOVA MICHAEL TODD | PARTNER / INVESTMENT ADVISER REPRESENTATIVE | — |
| ARDIZZONE MARC D | PARTNER / INVESTMENT ADVISER REPRESENTATIVE / DIRECTOR OF OPERATIONS | — |
| MANDIA VICTOR JOSEPH | PARTNER | — |
| Marc Ardizzone | CHIEF OPERATING OFFICER / PARTNER / INVESTMENT ADVISER REPRESENTATIVE/ CHIEF TECHNOLOGY OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2014-09-02 | regulatory | VIOLATION OF FINRA RULE 2010; FAILURE TO EXECUTE A CUSTOMER TRADE ORDER. MY CLIENT IN ANCHORAGE, AK WAS A C LEVEL EXECUTIVE WITH A CONCENTRATED POSITION IN A SINGLE STOCK. WE DISCUSSED SELLING THE STOCK WHEN THE TIME APPEARED APPROPRIATE AND ONE EVENING AT 10PM (6PM THE CLIENTS TIME) I RECEIVED HIS… | Final | $5K |
| — | regulatory | — | — | — |