Darren Turner
Darren Turner is a CFP-designated registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 26 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
15350 N. Florida Avenue, Tampa, FL, 33544
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darren is a managing member of Turner & Associates Financial, LLC since 2016, which is involved in the sale of insurance products. This activity takes about a quarter of his time.
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Apw Capital, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Allstate Financial Services, LLCBroker
Banc of America Investment Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.