Jst Investment Consulting

Jst Investment Consulting (CRD# 158687) is a financial advisory firm headquartered in Seal Beach, CA. They manage $7,000,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $388,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jst Investment Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey S. Tilson
CRD#: 4504995
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740
105
Wealthminder
score

Jeff Tilson (CRD# 4504995) is an Investment Advisor Representative working at JST Investment Consulting in Seal Beach, CA and has over 18 years of experience in the finance 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. Jeff is also a Certified Investment Management Analyst candidate through the Investment Management Consultants Association. (expected completion 2018). 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 the lead client advisor and business development manager for JST. He also is the founder of JST University. Jeff is a graduate of California State University, Long Beach with dual business degrees focused on Finance, Real Estate and Law, along with Management Information Systems.

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