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).
Total Assets Under Management7MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$388,889
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.