Chelsea
Tilly
Jgp Wealth Management, LLC
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About this Advisor
Chelsea Tilly is a financial advisor based in West Valley City, Utah, working with Jgp Wealth Management, LLC. Chelsea has previously held positions at Keybank, Wells Fargo Bank, Wet Seal, Victoria Secret, Key Investment Services, Silicon Valley Bank, Svb Wealth Advisory, Svb Wealth LLC, Svb Investment Services Inc, First Citizens Investor Services, and Jgp Wealth Management. Chelsea has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Chelsea is part of Jgp Wealth Management, LLC, which operates out of West Valley City, Utah. The firm has 1 office and 18 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Jgp Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jgp Wealth Management, LLC Brokerage Details
$1,078,423,597
18
2,682
$402,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Chelsea Tilly Work History
Jgp Wealth Management
First Citizens Investor Services
Svb Wealth LLC
Svb Investment Services Inc
Silicon Valley Bank
Svb Wealth Advisory
Key Investment Services
Keybank
Wells Fargo Bank
Victoria Secret
Wet Seal
Disclosures
Please visit the SEC profile of Chelsea Tilly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jgp Wealth Management, LLC
Portland, OR
West Valley City, UT
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Portland, OR
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