ChooseAFinancialAdvisor.com
Advisors / Florida / Tampa
7yrs

Matthew Rush

Financial advisor at Jaffe Tilchin Investment Partners

Matthew Rush has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Tampa, Florida. Matthew has been with Jaffe Tilchin Investment Partners since 2020; before that, Matthew spent a year at Principal Securities. Jaffe Tilchin Investment Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.

One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.

Tampa, FL 33613Fiduciary advisor
Call the officeDirections

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office15350 N. Florida Ave., Tampa, FL 33613
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. Sep 2019 – Aug 2020

Questions to ask Matthew

Tailored to Matthew’s registration and firm.

  1. Your firm can charge performance-based fees. Would that apply to me?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Matthew

How do I contact Matthew?

Call Matthew’s local office at (813) 960-5293 or the Jaffe Tilchin Investment Partners main office at (813) 963-2500, and ask for Matthew Rush.

How long has Matthew been a financial advisor?

Matthew has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Matthew hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Matthew a fiduciary?

Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Matthew 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 Matthew 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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