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
![Richard Jensen, financial advisor Seal Beach CA](/img/ws/profile-blank-sq.png)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.