Jeffrey Tilson

CRPC®, AWMA®, AAMS®

JST Investment Consulting, RIA

Investment Advisor

Jeffrey Tilson

CRPC®, AWMA®, AAMS®

JST Investment Consulting, RIA

Investment Advisor

It's all about the relationship with the client. This is about learning about that person, family and/or business so I can be a trusted resource. - Jeffrey Tilson, CRPC®, AWMA®, AAMS®

Fee-Only investment advisor and financial planner located in Seal Beach, CA, serving clients locally and across the country.

Jeffrey Tilson is a Seal Beach, CA fee-only investment advisor. JST Investment Consulting provides comprehensive financial planning, investment management, and small business solutions to help retirees, pre-retirees, corporations, non-profit organizations, and trusts organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Tilson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jeff Tilson has over 20 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, RIA (JST) in 2011.

Jeff is a Fiduciary, the lead client advisor and business development manager for JST. Holding a double major emphasis business bachelor degree in Finance, Real Estate, Law and Management Information Systems from CSULB (Go Beach!), he is also an active member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and Professional Fiduciary Association of California (PFAC). Most recently, Jeff has partnered with the Association of Financial Educators (AFE), promoting financial literacy through free financial education workshops to local companies.

Jeff resides in Seal Beach, CA with his wife Courtney and 3 young children, Jack, Chase, and Katie.  Traveling, hiking, and skiing are a few of Jeff’s favorite past times. Jeff and his oldest son Jack, love hiking through the hills of Santa Barbara and the mountains of Big Bear during weekend getaways. Although most family free time is now spent in sports and other activities the boys are involved in, the family is active at their local church and nearby communities of Los Alamitos and Cypress.

Jeffrey Tilson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

After many years at large financial institutions, we found another way to help clients more effectively through a smaller and more personalized platform. JST is a Registered Investment Advisor (RIA) which allows its advisors to provide a unique level of personalized service not always found in investor-advisor relationships. RIAs are held by law to the highest standard of responsibility to their clients, therefore upholding them to always act in their clients’ best interests.

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts.

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)

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Retirement Income Planning
  • Comprehensive Financial Planning
  • Estate/Legacy Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jeffrey Tilson is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CRPC - Chartered Retirement Planning Counselor
    Jeffrey Tilson is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • AWMA® - Accredited Wealth Management Advisor®
    Jeffrey Tilson is an Accredited Wealth Management Advisor® (AWMA®)

    Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

  • AAMS - Accredited Asset Management Specialist
    Jeffrey Tilson is an Accredited Asset Management Specialist

    Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Contact Jeffrey Tilson

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 3020 Old Ranch Pkwy
    Suite 300
    Seal Beach, CA 90740

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser