Jeffrey Tilson
CRD Number: 4504995Current Firm: Jst Investment Consulting
Compensation Model: Fee Only
Jeff has 18+ years of experience in the investment advisory services industry. He is a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and an Accredited Wealth Management Advisor through the College for Financial Planning. As a previous financial advisor with Ameriprise Financial for 10 years, Jeff successfully co-managed and serviced approximately $220 million of client investment assets before starting JST Investment Consulting, Inc. (JST) in 2011. Jeff is a Fiduciary, the lead client advisor and business development manager for JST. Holding dual business degrees focused on Finance, Real Estate and Law, along with Management Information Systems, he is also an active member of the National Association of Personal Financial Advisors (NAPFA) and Professional Fiduciary Association of California (PFAC). Jeff lives an active lifestyle in Seal Beach, CA with his wife Courtney, and two young sons.
Key benefits of working with JST:
- Customized guidance based on your entire financial picture
- Attentive, responsive, and personal relationship
- Simple and transparent fee structure
- Expertise to support your complex financial needs
- Your money is held with an independent custodian, not the advisor firm
- Your best interest always at top of mind (Fiduciary)
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jst Investment Consulting | Seal Beach, CA | Jul 2011 - Current | 12 |
Procore Advisors, LLC | Newport Beach, CA | Aug 2017 - Sep 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- CA
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