Jeffrey Scott Tilson

Employer firm

Jst Investment Consulting CRD 158687

$26.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Jst Investment Consulting
  Seal Beach, CA
• 08/2017 → 09/2017
  Procore Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2017-08-10 → 2017-10-04
  Procore Advisors, Llc
  Newport Beach, CA
• 2003-06-12 → 2011-05-19
  Ameriprise Financial Services, Llc
  Huntington Beach, CA
  Huntington Beach, CA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-13

Other Names

• Jeffrey Scott Tilson