Brett David Witkowski
Investment adviser representative at Jaffe Tilchin Investment Partners, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm assets
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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
18 years in the industry.
- Jaffe Tilchin Investment Partners, LLCFeb 2009 to now
- J.W. Cole Financial Inc.Oct 2008 to now
- Jaffetilchin Wealth ManagementMay 2008 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
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
- 5270178
- Firm CRD
- 143608