Advisor at JGP Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JGP Wealth Management, LLC
Location
West Valley City, UT
Credentials
Series 63, Series 65
Industry experience
6 years
Chelsea Tilly is a financial advisor at JGP Wealth Management, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Silicon Valley Bank, KeyBank, and Wells Fargo Bank. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm follows a fiduciary-oriented, tailored advisory process using a blend of fundamental and technical analysis across multiple investment strategies and asset allocation categories.
Based on JGP Wealth Management, LLC
Based on JGP Wealth Management, LLC
Based on JGP Wealth Management, LLC
Flat fees up to $50,000 for Financial Planning & Consulting services
Hourly fee up to $350 for Financial Planning & Consulting services
Fee-only: Financial Planning & Consulting charged on hourly or flat fee basis; hourly fee up to $350; flat fees up to $50,000; retainer not exceeding $1,200 if services cannot be rendered within 6 months
West Valley City, UT
Utah
JGP Wealth Management
2024 - Present (2 years)
First Citizens Investor Services
2023 - 2024 (1 year)
SVB Wealth LLC
2022 - 2024 (2 years)
SVB Investment Services Inc
2022 - 2023 (1 year)
Silicon Valley Bank
2021 - 2023 (2 years)
SVB Wealth Advisory
2021 - 2022 (1 year)
Key Investment Services
2019 - 2021 (2 years)
KeyBank
2016 - 2021 (5 years)
Wells Fargo Bank
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Series 63, Series 65
Draper, UT
Phibbs Financial
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")