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CT

Chelsea R. Tilly

JGP WEALTH MANAGEMENT
West Valley City, UT
Some features on this profile are disabled
CRD#: 7126187
CT

Professional summary

Chelsea Renae Tilly, who also goes by Chelsea Renae Hinostroza, Chelsea Renae Rogers, is a registered financial advisor currently at JGP WEALTH MANAGEMENT, LLC located in West Valley City, Utah.

Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Chelsea has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chelsea Renae Hinostroza | Chelsea Renae Rogers

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.
Rental properties; not investment-related; 5032 W Curant Dr., South Jordan, UT; property owner; 1-2 hours per month during non-trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Renae Tilly's CRS (Customer Relationship Summary).
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

June 21, 2024 - Present

JGP WEALTH MANAGEMENT, LLC

RIA
CRD#: 290694
West Valley City, UT
Past

June 28, 2022 - May 7, 2024

SVB WEALTH

RIA
CRD#: 172832
Cottonwood Heights, UT
Past

September 1, 2021 - July 29, 2022

SVB INVESTMENT SERVICES INC.

RIA
CRD#: 168116
Cottonwood Heights, UT
Past

June 18, 2021 - December 31, 2023

SVB INVESTMENT SERVICES INC.

BD
CRD#: 168116
Cottonwood Heights, UT
Past

March 16, 2021 - May 21, 2021

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
Salt Lake City, UT
Past

June 18, 2019 - February 11, 2021

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
Salt Lake City, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JGP WEALTH MANAGEMENT, LLC
JGP WEALTH MANAGEMENT, LLC
JGP WEALTH MANAGEMENT, LLC

CRD#: 290694 / SEC#: 801-112288

RIA
Registered Investment Advisory firm - (1/12/2018 Approved)

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
Utah
(6/21/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/30/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/24/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/30/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/18/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/13/2019
Securities Industry Essentials Examination

Current Firm

JGP WEALTH MANAGEMENT, LLC
JGP WEALTH MANAGEMENT, LLC
JGP WEALTH MANAGEMENT, LLC

CRD#: 290694 / SEC#: 801-112288

RIA
Registered Investment Advisory firm - (1/12/2018 Approved)
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Contact information

Main Address
2838 Nw Crossing Drive Suite 212, Bend, OR 97703
Mailing Address
Phone number
(503) 446-6450
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/26/2025)

Regulatory assets under management

Total Number of Accounts2,950
AUM (Assets Under Management)$ 1,206,737,488

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.

Company Information

JGP WEALTH MANAGEMENT, LLC

JGP WEALTH MANAGEMENT, LLC

CRD#: 290694West Valley City, UT

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