Richard Happle
Investment Adviser Representative at Jaffe Tilchin Investment Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Happle is an investment adviser representative with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, where they have been registered since 2020. They have worked in the securities industry since 1983 and have been registered with 3 firms, including Avantax Advisory Services and Raymond James & Associates, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jaffe Tilchin Wealth ManagementJan 2014 – Jun 2019Tampa, FL
- HD VEST Advisory ServicesJun 2019 – May 2020St Petersburg, FL
- HD VEST Insurance Agency, LLCJun 2010 – May 2020Irving, TX
- Jaffe Tilchin Investment PartnersJun 2020 – no end date reportedTampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Jaffe Tilchin Investment Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management including customizing and overseeing clients' investment portfolios; independent insurance services providing an independent perspective of the insurance marketplace; and financial planning to help individuals address financial obligations while saving.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 35
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tampa, FL
- SEC file number:
- 801-67720
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Happle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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