Allison Roper, financial advisor Tampa FL
89 score

Allison Roper

CRD Number: 5577343
Current Firm: Jaffetilchin Investment Partners, LLC

Allison Roper (CRD# 5577343) is an Investment Advisor Representative working at Jaffetilchin Investment Partners, LLC in Tampa, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jaffe Tilchin Investment Partners Tampa, FL May 2013 - Current 3
Nationwide Appraisal Network Oldsmar, FL Oct 2011 - May 2013 1
Conifer Health St Petersburg, FL Aug 2011 - Oct 2011 < 1
Unemployed Dunedin, FL Jun 2011 - Aug 2011 < 1
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Jaffe Tilchin Wealth Management Tampa, FL Jul 2008 - Feb 2011 2
Unemployed Tampa, FL Jan 2008 - Jul 2008 < 1
University Of South Florida Bookstore Tampa, FL Nov 2007 - Jan 2008 < 1
Unemployed Tampa, FL Aug 2007 - Nov 2007 < 1
Chick-fil-a Clearwater, FL Jun 2007 - Aug 2007 < 1
University Of South Florida Safe Team Tampa, FL Feb 2007 - May 2007 < 1
Full Time Education Tampa, FL May 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Allison A. Roper
Phone Number: 813-963-2500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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