Jeffrey Tilson
JST Investment Consulting · Seal Beach, California
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.
Request an introduction to Jeffrey →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | JST Investment Consulting |
|---|---|
| Based in | Seal Beach, California |
| Fee model | Percentage of assets · One-time planning fee · Hourly |
| Accepting new clients | Yes |
| Assets under management | $26.6M across 113 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4504995 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jstinvestmentconsulting.com |
| Profile |
How Jeffrey's firm compares
- JST Investment Consulting's average account is about $236,000, from its Form ADV (assets managed divided by 113 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- JST Investment Consulting website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.