Cambridge Investment Research Advisors
44yrs
Top advisor by experience in Panama City Beach
23yrs
John Lydick
Financial advisor at Jaffe Tilchin Investment Partners
John Lydick has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Panama City Beach, Florida. After less than a year at Equitable Advisors and five years at Merrill, John joined Jaffe Tilchin Investment Partners in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 33 advisors with offices in Panama City Beach, and one of 29 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors in Florida
OfficePanama City Beach, FL
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1 million
Advisors at the firm37
States licensed ?1 state
Services through Jaffe Tilchin Investment Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowJaffe Tilchin Investment Partners, LLCCurrent firm
- Aug 2024 – Oct 2024Equitable Advisors, LLCPreviously
- 2019 – 2024MerrillPreviously
- 2007 – 2019Level Four Financial, LLCPreviously
- 2004 – 2007Raymond James Financial Services, Inc.Previously
Contact John
(813) 963-2500Firm headquarters in Tampa, FL. Ask for John. Panama City Beach, FLOffice · Get directions Firm websiteHTTP://WWW.JAFFETILCHIN.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Jaffe Tilchin Investment Partners at (813) 963-2500 and ask for John Lydick. John works from the Panama City Beach, FL office.
How long has John been a financial advisor?
John has been in the industry since 2003, about 23 years. More experience than 68% of advisors in Florida.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Jaffe Tilchin Investment Partners reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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