CRD: 158687
JST Investment Consulting
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- PrimeVector
- Established Date
- 09-15-2011
- Office Locations
- 1
Office Locations
About JST Investment Consulting
JST Investment Consulting is a fee-only, independent fiduciary wealth manager providing investment management, financial planning, small business solutions, and life insurance guidance. The practice serves retail clients including business owners, with portfolios primarily implemented via ETFs alongside investment-grade bonds and cash. Client accounts are primarily custodied at Charles Schwab, supporting scalable implementation and reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY SCOTT TILSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4504995
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,634,957 | -- |
| Total | $26,634,957 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $26,634,957
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,684,203,015 | 36.2% |
| Corporate - Investment Grade | $2,469,170,177 | 33.3% |
| Cash | $2,261,552,263 | 30.5% |
| Total | $7,414,925,455 | 100.0% |