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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Pathway foundationWave
- Established Date
- 04-18-2007
- Office Locations
- 8
Office Locations
About Jaffe Tilchin Investment Partners, LLC
Tampa-based Jaffe Tilchin provides fee-based wealth management, tailoring and overseeing client investment portfolios around personal goals and risk management. The firm also offers integrated financial planning (including retirement planning) supported by Certified Financial Planners, plus independent insurance services with access to 100+ carriers. Recently appointed CEO John Troncoso is leading the firm through a generational shift and rapid growth.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
MARC ARDIZZONE
CHIEF OPERATING OFFICER, CHIEF TECHNOLOGY OFFICER, Investment Adviser Representative, Investment Advisor Representative, PARTNER
- CRD
- #5497421
- Ownership
- Less than 5%
MICHAEL SCOTT JONES
Chief Compliance Officer
- CRD
- #1364944
- Ownership
- Less than 5%
North timber
Summit insight
- CRD
- #13667
- Ownership
- 41.9%
Showing 2 of 4 owners & executives
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JONATHAN EARL BEST
--
- CRD
- #2225091
ROBERT DAVID BRAY
Investment Advisor Representative
- CRD
- #1296539
Fusion atlas
Catalyst crest eagle
- CRD
- #16024
Showing 2 of 37 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,247,135,980 | $442,524 |
| Non-Discretionary | $198,299,775 | $3,418,962 |
| Total | $2,445,435,755 | $476,136 |
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Separately Managed Accounts
Total SMA Asset: $2,443,943,457
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $314,493,162 | 32.7% |
| Equity - Exchange | $182,733,030 | 19.0% |
| Cash | $183,694,783 | 19.1% |
| Other | $64,437,437 | 6.7% |
| U.S. Government/Agency | $63,475,684 | 6.6% |
| Corporate - Investment Grade | $90,404,762 | 9.4% |
| Municipal Bonds | $62,513,932 | 6.5% |
| Total | $961,752,790 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE PRIME | ALPHA FOUNDATION | 2KDCQ10GE | UJWN | 6.31% | $32,686,243 |
| ZENITH NORTH | MERIDIAN WAVE | M3IZZY9HN | JBFR | 5.70% | $23,356,970 |
| DELTA VECTOR PEAK | TIMBER SUMMIT | 6A0WNTM95 | YYK | 2.47% | $106,188,967 |
| OAK WAVE EMBER | VITAL VECTOR | SJ8S3L49U | WAE | 6.39% | $79,984,381 |
| LEGACY VITAL | HORIZON VERTEX | M85K3AXRS | AMA | 1.95% | $101,185,399 |
| GLACIER BEACON DELTA | BEACON ELEMENT | WOV8LPV58 | WGWWU | 10.76% | $11,423,037 |
| MATRIX FRONTIER | PIONEER FOUNDATION | DAQ0NO3WJ | MSNHN | 0.80% | $17,424,263 |
| EAGLE QUANTUM VERTEX | INSIGHT TIMBER | LPC1BMZ42 | ROBI | 4.18% | $25,760,970 |