JEFFREY S. TILSON

Member through 05/17/2020

Company JST Investment Consulting, RIA

Address 3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740
US
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Work (562) 999-4578

Industry Investment Advisor

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, 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) and Professional Fiduciary Association of California (PFAC). Most recently, Jeff has joined 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 2 young sons, Jack and Chase.


JST Investment Consulting, RIA

I will always commit myself to protect and promote the interests of my customers, and will always conduct myself in a way that reflects well on my profession.
I will be totally honest when explaining my education and business background, professional licenses, and years of industry experience.
I will be completely truthful by not exaggerating the features and benefits of my products and/or services.
I will always disclose the important features of a product, transaction, or service and disclose potential risks that may negatively affect future performance or value.
I will always consider both my customer’s current and future needs to determine the proper suitability of any recommended products or services.

I will respect the confidentiality of any information entrusted to me or obtained in the course of my business or professional activities.
I will only use sales presentations and advertising materials that are completely accurate and compliant with state and federal regulations.
I will always provide my clients with copies of all required documents that relate to the product, transaction, or service that I have recommended to them.
I will always refer my clients to a more specialized professional or firm when their needs go beyond my current license or expertise.
I will consistently educate myself as to the new laws and regulations in my industry, and I will always act in good faith toward those I serve.

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