Jeffrey Pytlinski has been President of TFB Advisors since April 2022, is a control person of the firm and directly owns under 5% of it. Jeffrey Pytlinski holds a BS in Finance from Miami University (Ohio).
TFB Advisors, LLC is an Overland Park, KS firm with $840M under management, 1,355 clients and 19 advisers across 7 offices, as of its April 2026 filing.
Jeff Pytlinski is President & Managing Member of TFB Advisors, LLC. He joined Tax Favored Benefits as President. Earlier, he spent 17 years at a national recordkeeping investment firm, working from daily recordkeeping to plan design, compliance and business development, and then moved into agency management and recruiting.
Jeffrey Pytlinski’s longest registration was 10 years at Ameritas Advisory Services (2011–2021). Before joining TFB Advisors in 2022, Jeffrey Pytlinski was registered through Ameritas Advisory Services, LLC and Ameritas Advisory Services.
- Ameritas Advisory Services, LLC– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 317245
- Ameritas Advisory Services– · 10 yearsOverland Park, KS · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Jeffrey Pytlinski is registered as an investment adviser representative in Ohio, since August 2022.
- OhioSince 2 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 May 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Ethan Pytlinski
- CRD
- 3202398
- Firm
- TFB Advisors · CRD 321870
- Role
- President
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- tfbadvisors.com
Where does Jeffrey Pytlinski work?
Jeffrey Pytlinski has been President of TFB Advisors, LLC since April 2022, and is a control person of the firm.
Is Jeffrey Pytlinski a financial advisor?
Yes. Jeffrey Pytlinski has a current investment-adviser registration in Ohio, through TFB Advisors since August 2022.
How many years of experience does Jeffrey Pytlinski have?
Jeffrey Pytlinski has 27 years in the financial industry, since May 1999, across 3 adviser firms.
What exams has Jeffrey Pytlinski passed?
Jeffrey Pytlinski passed the Series 6 in May 1999. FINRA credited Jeffrey Pytlinski with the SIE, which began in October 2018.
Where did Jeffrey Pytlinski work before TFB Advisors?
Before TFB Advisors, Jeffrey Pytlinski was registered through Ameritas Advisory Services, May 2011 to November 2021.
Is Jeffrey Pytlinski registered with FINRA?
Yes. Jeffrey Pytlinski has a current broker registration, under CRD 3202398.
Source: FINRA BrokerCheck
How can I verify Jeffrey Pytlinski’s record?
Search CRD 3202398 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Pytlinski’s full registration record.
- Matthew SwendimanChief Compliance Officer
- David WentzManaging Member
- William StappMember