Matthew
Rush
Jaffe Tilchin Investment Partners, LLC
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About this Advisor
Matthew Rush is a financial advisor based in Tampa, Florida, working with Jaffe Tilchin Investment Partners, LLC. Matthew has previously held positions at Principal Life Insurance Company, Principal Securities Inc, Excalibur Financial, Newma Housing Fund, University Of South Florida, Equinix, Excalibur Financial Group, and Jaffe Tilchin Investment Partners. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Matthew is part of Jaffe Tilchin Investment Partners, LLC, which operates out of Tampa, Florida. The firm has 30 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jaffe Tilchin Investment Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jaffe Tilchin Investment Partners, LLC Brokerage Details
$1,466,774,635
30
1,443
$1,016,476
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Rush Work History
Jaffe Tilchin Investment Partners
Principal Life Insurance Company
Principal Securities Inc
Excalibur Financial Group
Newma Housing Fund
Equinix
University Of South Florida
Excalibur Financial
Disclosures
Please visit the SEC profile of Matthew Rush to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jaffe Tilchin Investment Partners, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Woodstock, GA
Tampa, FL
Wesley Chapel, FL
Tampa, FL
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