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RB
ChFC
RB
ChFC

Robert Bray

Jaffe Tilchin Investment Partners, LLC
42 Years of Experience
Tampa, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Robert Bray is a ChFC-designated registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 1,892 clients with $2.4B in assets under management.

Jaffe Tilchin Investment Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,892 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00% of assets under management, inclusive of any independent manager's fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15350 N. Florida Ave., Tampa, FL, 33613

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is the President and Owner of Bray & Assoc Inc, spending a few hours per week on insurance-related activities and about 10-20% of his time on commissions from home, life, auto, and fixed insurance. He also works as an Investment Advisor Representative for Jaffe Tilchin Investment Partners, dedicating about half his time to this role.

Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
Apw Capital, INC.Broker
April 2009 - December 2019 · 10 yrs 8 mos
Jonathan Roberts Advisory Group, INC.
April 2005 - December 2008 · 3 yrs 8 mos
J.W. Cole Financial, INC.Broker
February 2005 - April 2009 · 4 yrs 2 mos
Prudential Financial Planning Services
July 1986 - February 2005 · 18 yrs 7 mos
Pruco Securities, LLC.Broker
September 1984 - February 2005 · 20 yrs 5 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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