Jst Investment Consulting
Jst Investment Consulting (CRD# 158687) is a financial advisory firm headquartered in Seal Beach, CA. They manage $21,142,520 in 107 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management21MILLION
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Total Number of Accounts107ACCOUNTS
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Average Account Value$197,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA
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)