Jeffrey Tilson
CRPC®, AWMA®, AAMS®
JST Investment Consulting, RIA
FIDUCIARY | INVESTMENT ADVISOR
Jeffrey Tilson
CRPC®, AWMA®, AAMS®
JST Investment Consulting, RIA
FIDUCIARY | 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 the business development manager for JST. Holding a double major emphasis business bachelor's 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
-
Jeffrey Tilson is a NAPFA AssociateThe 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.
-
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.
-
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.
-
Jeffrey Tilson is an Accredited Asset Management SpecialistFinancial 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.
-
Jeffrey Tilson is a Member of the Professional Fiduciary Association of California
-
Jeffrey Tilson is a Member of the Association of Financial Educators
-
Jeffrey Tilson is the Featured Guest on Long Beach Impact Podcast: "How to Plan for a Downpayment"
-
Jeffrey Tilson is a Member of Kingdom Advisors
-
Jeffrey Tilson Offers: "HOW TO ADOPT BETTER FINANCIAL BEHAVIORS" in his Visual Insights Newsletter
-
Jeffrey Tilson is Interviewed on Advisors Insights
Contact Jeffrey Tilson
Office Locations:
-
3020 Old Ranch Pkwy
Suite 300
Seal Beach, CA 90740
