Jeffrey S. Tilson

JST INVESTMENT CONSULTING

Seal Beach, CA 90740

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CRD#: 4504995

Professional summary

Jeffrey Scott Tilson, who also goes by Jeffrey Scott Tilson, is a registered financial advisor currently at JST INVESTMENT CONSULTING located in Seal Beach, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeffrey has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Scott Tilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jeffrey S Tilson is an investment adviser representative with JST Investment Consulting. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. PCA always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any PCA representative in such individual's outside capacities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Tilson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 16, 2011 - Present

JST INVESTMENT CONSULTING

Office #1: 3020 Old Ranch Parkway Suite 300, Seal Beach, CA 90740

RIA

CRD#: 158687

Seal Beach, CA

Past

August 10, 2017 - October 4, 2017

PROCORE ADVISORS, LLC

RIA

CRD#: 289037

NEWPORT BEACH, CA

Past

June 12, 2003 - May 19, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HUNTINGTON BEACH, CA

Past

March 28, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 28, 2002 - May 19, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HUNTINGTON BEACH, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/16/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/13/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/26/2002

General Securities Representative Examination

Current Firm

JST INVESTMENT CONSULTING

JEFFREY SCOTT TILSON | JST INVESTMENT CONSULTING GROUP | JST INVESTMENT CONSULTING | JST CONSULTING

CRD#: 158687 / SEC#:

California

Registered Investment Advisory firm - (9/15/2011 Approved)

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Contact information

Main Address

3020 Old Ranch Parkway Suite 300, Seal Beach, CA 90740

Mailing Address

Phone number

(562) 999-4578

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 26,009,425

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey S. Tilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Tilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JST INVESTMENT CONSULTING

PROCORE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2002

Series 7

Date: 3/26/2002

Current Firm

JST INVESTMENT CONSULTING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JST INVESTMENT CONSULTING

TRUST BUT VERIFY

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