Jeffrey Tilson, financial advisor Seal Beach CA
105 score

Jeffrey Tilson

CRD Number: 4504995
Current 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)

 

CONTACT
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Professional Designations
Company Name Location Dates Years
JST Investment Consulting, Inc. Seal Beach, CA Jul 2011 - Current 7
Ids Life Insurance Company Huntington Beach, CA Jan 1999 - Feb 2015 16
Ameriprise Financial Huntington Beach, CA Nov 2005 - May 2011 5
American Express Financial Advisors Long Beach, CA Dec 1998 - Oct 2005 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Jeffrey S. Tilson
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BADGES
105
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