# Jeffrey Tilson

> Jeffrey Tilson is a fee-only financial advisor at JST Investment Consulting in Seal Beach, California. Jeffrey charges a percentage of assets, a one-time planning fee and hourly fees and focuses on retirement planning, estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/jeffrey-tilson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JST Investment Consulting
- **Based in:** Seal Beach, California
- **Fee model:** Percentage of assets; One-time planning fee; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $26.6M across 113 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4504995 (https://adviserinfo.sec.gov/individual/summary/4504995)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.jstinvestmentconsulting.com

## Frequently asked questions

### Is Jeffrey Tilson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and JST Investment Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets, a one-time planning fee and hourly fees.

### Where is Jeffrey Tilson based?

Jeffrey Tilson is based in Seal Beach, California.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning and small business owners. Jeffrey works with retirees and pre-retirees.

### Is Jeffrey Tilson registered with the SEC?

Yes. Jeffrey Tilson is registered as an investment adviser representative in CA (CRD 4504995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JST Investment Consulting manage?

JST Investment Consulting reports $26.6M across 113 accounts in assets under management.

### How do I contact Jeffrey Tilson?

Through Jeffrey's website, www.jstinvestmentconsulting.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4504995): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jstinvestmentconsulting.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.