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We at Jaffe Tilchin do not hold your assets locally (within our firm), but rather they are in a brokerage account with an independent custodian. A custodian is a firm that is engaged, among other things, with the administration, record-retention, and safe-keeping of the assets in your brokerage accounts. Our custodian, is Fidelity Investments (Fidelity). To access your brokerage account at Fidelity, go to www.Fidelity.com.
Jaffe Tilchin and Fidelity Investments are independent companies and not affiliated.
There is no form of legal partnership, agency, affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Clearing, custody or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC. |
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