John Franklin Thomas
Investment adviser representative at Jaffe Tilchin Investment Partners, LLC
16 yearsExperience
1 stateRegistered in
$2.4BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Jaffe Tilchin Investment Partners, LLCMar 2026 to now
- UnemployedFeb 2026 to Mar 2026
- Morgan Stanley Private Bank, N.A.Apr 2018 to Feb 2026
- Morgan Stanley Smith Barney LLCApr 2018 to Feb 2026
- Massmutual Life Insurance CoDec 2016 to Apr 2018
- MML Investors Services, LLCDec 2016 to Apr 2018
- Emory HealthcareJan 2010 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Jaffe Tilchin Investment Partners, LLC
$2.4BAssets managed
1,892Clients
37Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4735435
- Firm CRD
- 143608