Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Tilly is a registered Investment Advisor Representative with JGP Wealth Management, LLC based in West Valley City, UT. Chelsea has been in the financial services industry for over 7 years and is licensed in Utah. Chelsea has a Series 7, 63, and 65 license and has passed the SIE exam. Chelsea previously worked at SVB Investment Services INC., and Key Investment Services LLC. Chelsea specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and the Selection of other Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
06/21/2024 - Present
JGP Wealth Management, LLC (West Valley City UT)
UT
06/18/2021 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)
UT
03/16/2021 - 05/21/2021
KEY INVESTMENT SERVICES LLC (Salt Lake City UT)
UT
06/18/2019 - 02/11/2021
KEY INVESTMENT SERVICES LLC (Salt Lake City UT)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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