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15350 N. Florida Ave., Tampa, FL 33613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-06-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing | Parsippany | NJ | 04/2009 | Present |
1. majority partner of Jaffe Tilchin Wealth Management, and has been since the firm was founded. As such, Mr. Tilchin shares in the responsibilities of the firm and is entitled to customary benefits of ownership such as distributions of income or profit. As a majority partner he devotes 120 to 160 hours per month to this business, which is located at 15350 N. Florida Ave., Tampa, FL 33613. Jaffe Tilchin Wealth Management provides investment and insurance services to individuals and businesses. We mitigate this conflict by disclosing it to our clients and potential clients. 2. RCR Financial; Tampa, FL; Service description: property and casualty agency; Duties: Silent partner; Title: owner; compensation: receives half of any profits via distributions. 3. MMB Marketing LLC, Investment related: Yes, none, Tampa, Florida, 33613, LLC owns private equity in a medical device company, none, 12/01/2019, 0, none
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