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Fiduciary Investment Consulting in Seal Beach, CA
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tie1Jeffrey S. Tilson, CRPC®, AAMS®, AWMA®
Fiduciary | Investment Advisor

Jeff has 20 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 for 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, RIA (JST) in 2011. Jeff is a Fiduciary, the lead client advisor and business development manager for JST. Holding a double major emphasis business bachelor degree in Finance, Real Estate, Law and Management Information Systems from CSULB (Go Beach!), he is also an active member of the National Association of Personal Financial Advisors (NAPFA) and Professional Fiduciary Association of California (PFAC). Most recently, Jeff has partnered with the Association of Financial Educators (AFE), promoting financial literacy through free financial education workshops to local companies. Jeff resides in Seal Beach, CA with his wife Courtney and 2 young sons, Jack and Chase.

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john-tilsonJohn S. Tilson, CFA®, CIC®, MBA
Portfolio Consultant

John has 45+ years of experience in the investment business. He is a Certified Financial Analyst charter holder, and a Chartered Investment Counselor through the Investment Advisor Association. From 1983-2005, he was Managing Director and Executive Vice President of Pasadena Capital Corp. John co-managed the research/portfolio management department from 1983 to 1998. During his tenure, assets under management had grown from $160 million to over $5 billion by the time the firm was sold to Phoenix Companies in 1997. From 2005 to 2011, John consulted on client portfolio strategy and business development to a team of financial advisors in Orange County, CA. John since has provided economic and investment guidance for JST’s client portfolios. He is a double graduate of the University of Southern California (Go Trojans)! with a bachelor degree focused on Real Estate and a MBA degree in Finance.

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