Chelsea Renae Tilly
Investment adviser representative at JGP Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- JGP Wealth Management, LLCMay 2024 to now
- First Citizens Investor ServicesDec 2023 to May 2024
- Svb Wealth LLCJun 2022 to May 2024
- Svb Investment Services IncJun 2022 to Dec 2023
- Silicon Valley BankJun 2021 to Mar 2023
- Svb Wealth AdvisoryJun 2021 to Jun 2022
- Key Investment ServicesMay 2019 to Jun 2021
- KeybankDec 2016 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
JGP Wealth Management, LLC
$1.4BAssets managed
803Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7126187
- Firm CRD
- 290694