Our mission is to provide personalized, expert financial advice that allows you to live life on your terms. Meet JST »
JST is a Registered Investment Advisor (RIA) which allows us to provide a unique level of personalized service not always found in investor-advisor relationships. RIAs are held by law to the highest standard of responsibility to their clients, therefore upholding them to always act in their clients’ best interests (Fiduciary).
At JST, you can relax and know you won’t ever have to worry about a sales pitch! JST’s Fiduciary Investment Advisory approach abides by the Fee-Only Advisor model. The only thing true Fee-Only Advisors “sell” is their professional assistance and advice. We work solely for our clients, focusing only on their best interests.
Your initial consultation is complimentary. It’s an opportunity to talk informally about your goals and financial needs, ask questions, and get to know one another. Your time is important and we will make every meeting as flexible as possible for you.
Jeff has 16 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 of 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, Inc. in 2011. He is a graduate of California State University, Long Beach with dual business degrees focused on Finance, Real Estate and Law, along with Management Information Systems in E-Commerce.
Below are links to organizations JST Investment Consulting, RIA models its best practice standards from and/or is affiliated with: