Emad Syed Pervez
Investment adviser representative at Jaffe Tilchin Investment Partners, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Jaffe Tilchin Investment Partners, LLCJun 2026 to now
- FartherApr 2026 to Jun 2026
- Nama Private WealthJun 2025 to Apr 2026
- Midwestern UniversityAug 2020 to May 2025
- Case Western Reserve UniverstyAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, IL).
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
- 8250106
- Firm CRD
- 143608