Jeffrey Tilson

CRPC®, AWMA, AAMS®

JST Investment Consulting, RIA

Investment Advisor

Jeffrey Tilson

CRPC®, AWMA, AAMS®

JST Investment Consulting, RIA

Investment Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Tilson, CRPC®, AWMA, AAMS®

(562) 999-4578

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

Meet Jeffrey Tilson

Jeff has 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, 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 2 sons, Jack and Chase.

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

Contact Jeffrey Tilson

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Office Locations:

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

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