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Emad Syed Pervez

Jaffe Tilchin Investment Partners, LLC

Lombard, IL

Tampa, FL

CRD 8250106

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Employer firm

Jaffe Tilchin Investment Partners, LLC CRD 143608

$2.45B regulatory AUM 58 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Jaffe Tilchin Investment Partners, Llc

15350 N. Florida Ave., Tampa, FL 33613 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-14
CA RA APPROVED 2026-06-17
IL RA APPROVED 2026-06-17
  • FL RA
    APPROVED
    Since 2026-07-14
  • CA RA
    APPROVED
    Since 2026-06-17
  • IL RA
    APPROVED
    Since 2026-06-17

Branch Locations

Lombard, IL • United States

15350 N. Florida Ave., Tampa, FL 33613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Case Western Reserve Universty Cleveland OH 08/2016 05/2020
Midwestern University Downers Grove IL 08/2020 05/2025
Nama Private Wealth Lombard IL 06/2025 04/2026
Farther Lombard IL 04/2026 06/2026
Jaffe Tilchin Investment Partners Tampa FL 06/2026 Present
  • 08/2016 → 05/2020
    Case Western Reserve Universty
    Cleveland, OH
  • 08/2020 → 05/2025
    Midwestern University
    Downers Grove, IL
  • 06/2025 → 04/2026
    Nama Private Wealth
    Lombard, IL
  • 04/2026 → 06/2026
    Farther
    Lombard, IL
  • 06/2026 → Present
    Jaffe Tilchin Investment Partners
    Tampa, FL
Previous Registrations
  • 2026-04-13 → 2026-06-11
    Farther
    San Francisco, CA
    Lombard, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-23
  • S65 Uniform Investment Adviser Law Examination
    2026-02-23

View on SEC IAPD

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