JT
JT
John Thomas
12 Years of Experience
Tampa, FL
1 Disclosure
John Thomas is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 12 years of industry experience. John 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.
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 Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
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Location
15350 N. Florida Ave., Tampa, FL, 33613
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2022Denied
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
March 2026 - Present · 7 mos
Previous Registrations
Morgan Stanley
April 2018 - February 2026 · 7 yrs 10 mos
Morgan StanleyBroker
April 2018 - February 2026 · 7 yrs 10 mos
MML Investors Services, LLC
September 2017 - April 2018 · 7 mos
MML Investors Services, LLCBroker
August 2017 - April 2018 · 8 mos
E*trade Securities LLCBroker
May 2009 - April 2010 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2007 - September 2008 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2007 - September 2008 · 1 yr 7 mos
Jefferson Pilot Securities CORP
April 2006 - February 2007 · 10 mos
Jefferson Pilot Securities CorporationBroker
February 2006 - February 2007 · 1 yr
Waddell & Reed, INC.Broker
June 2005 - November 2005 · 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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