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RIA / WealthAdvisor41 years in industry

John Lydick

Advisor at JAFFE TILCHIN INVESTMENT PARTNERS, LLC

TAMPA, FL | Panama City Beach, FL

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Search this name across graphsid dfx:ria:9cedc629-b1d4-f4f5-c58d-48e4672d74ce

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 26, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JAFFE TILCHIN INVESTMENT PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 12, 2003
First registration: Mar 26, 2004
Dual registered: no
Other names: JON CHARLES LYDICK|JOHN CHARLES LYDICK
IAPD individual key: 4580487

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JAFFE TILCHIN INVESTMENT PARTNERS, LLC	Independent wealth	Jun 30, 2025	n/a	yes	TAMPA, FL\|Panama City Beach, FL	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 15, 2024	Oct 14, 2024	no	PANAMA CITY BEACH, FL\|Panama City Beach, FL\|ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 26, 2019	Aug 19, 2024	no	PANAMA CITY, FL	Previous registration
HARBOR FINANCIAL SERVICES, LLC	Former SEC adviser	May 7, 2007	Dec 16, 2019	no	PANAMA CITY, FL\|DALLAS, TX\|MOBILE, AL\|PANAMA CITY, FL\|Louisville, KY\|MOBILE, AL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Mar 26, 2004	May 11, 2007	no	PANAMA CITY, FL\|PANAMA CITY, FL\|PANAMA CITY, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EQUITABLE ADVISORS, LLC	JAFFE TILCHIN INVESTMENT PARTNERS, LLC	Oct 14, 2024	Jun 30, 2025	259	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EQUITABLE ADVISORS, LLC	Aug 19, 2024	Aug 15, 2024	-4	Firm change	Wirehouse to ibd
HARBOR FINANCIAL SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 16, 2019	Nov 26, 2019	-20	Firm change	RIA to wirehouse
RAYMOND JAMES FINANCIAL SERVICES, INC.	HARBOR FINANCIAL SERVICES, LLC	May 11, 2007	May 7, 2007	-4	Firm change	Other

Relationships

Registered with (5)

→ JAFFE TILCHIN INVESTMENT PARTNERS, LLCRegistered adviserregistration: current employment
Jun 30, 2025 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 15, 2024 to Oct 14, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 26, 2019 to Aug 19, 2024factForm ADV
→ HARBOR FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 7, 2007 to Dec 16, 2019factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 26, 2004 to May 11, 2007factForm ADV

Dated events

Occurred
Oct 14, 2024
Advisor changed firm
John Lydick left Equitable Advisors, Llc for Jaffe Tilchin Investment Partners, Llc (registered 2025-06-30)
Form ADVobserved 6 days ago
Occurred
Aug 19, 2024
Advisor changed firm
John Lydick left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Equitable Advisors, Llc (registered 2024-08-15)
Form ADVobserved 6 days ago