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Chelsea Renae Tilly

Jgp Wealth Management, LLC

West Valley City, UT

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Current Employers
Jgp Wealth Management, Llc

2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-06-21
  • UT RA
    APPROVED
    Since 2024-06-21

Branch Locations

West Valley City, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keybank North Salt Lake UT 12/2016 06/2021
Wells Fargo Bank Layton UT 01/2015 10/2016
Key Investment Services North Salt Lake UT 05/2019 06/2021
Silicon Valley Bank San Francisco CA 06/2021 03/2023
Svb Wealth Advisory San Francisco CA 06/2021 06/2022
Svb Wealth Llc San Francisco CA 06/2022 05/2024
Svb Investment Services Inc San Francisco CA 06/2022 12/2023
First Citizens Investor Services Raleigh NC 12/2023 05/2024
Jgp Wealth Management Portland OR 05/2024 Present
  • 12/2016 → 06/2021
    Keybank
    North Salt Lake, UT
  • 01/2015 → 10/2016
    Wells Fargo Bank
    Layton, UT
  • 05/2019 → 06/2021
    Key Investment Services
    North Salt Lake, UT
  • 06/2021 → 03/2023
    Silicon Valley Bank
    San Francisco, CA
  • 06/2021 → 06/2022
    Svb Wealth Advisory
    San Francisco, CA
  • 06/2022 → 05/2024
    Svb Wealth Llc
    San Francisco, CA
  • 06/2022 → 12/2023
    Svb Investment Services Inc
    San Francisco, CA
  • 12/2023 → 05/2024
    First Citizens Investor Services
    Raleigh, NC
  • 05/2024 → Present
    Jgp Wealth Management
    Portland, OR
Previous Registrations
  • 2022-06-28 → 2024-05-07
    Svb Wealth
    Cottonwood Heights, UT
  • 2021-09-01 → 2022-07-29
    Svb Investment Services Inc.
    Cottonwood Heights, UT
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-30
S63 Uniform Securities Agent State Law Examination 2019-07-24
  • S65 Uniform Investment Adviser Law Examination
    2021-08-30
  • S63 Uniform Securities Agent State Law Examination
    2019-07-24
Other Names
  • Chelsea Renae Rogers
  • Chelsea Renae Hinostroza

View on SEC IAPD

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