JST Investment Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,634,957
Clients
54
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
54
HighAverage account size
$493,240
About
JST Investment Consulting provides advisory services to individuals, small businesses, high‑net‑worth clients, and pension/profit‑sharing plans, offering ongoing portfolio management, financial planning, selection of other advisers, and educational workshops and seminars. The firm documents client objectives and constraints in written Investment Policy Statements and delivers tailored financial plans and regular portfolio monitoring.
The brochure states that the firm manages client accounts on a non‑discretionary basis (reporting $26,556,658 under non‑discretionary management as of February 1, 2025) and does not exercise investment discretion; recommendations are guided by each client’s stated goals and risk tolerance. JST’s investment process combines fundamental, technical, and cyclical analysis and may employ long‑ and short‑term trading, margin, and options strategies, with account reviews performed by firm management at least quarterly.
Distinctive features disclosed in the brochure include a formal program of educational workshops and seminars and arrangements to refer clients to third‑party advisers, including a relationship with Betterment in which the third party collects fees and remits a portion to the firm. The brochure also lists the firm’s CRD number and directs readers to the SEC’s adviserinfo site for additional third‑party information, and it discloses that clients must use the firm‑recommended custodian.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$1 - $300,000: 2.00% $300,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.70% $4,000,001 - $6,000,000: 0.60% $6,000,001+: 0.50%
Financial planning hourly fees between $150 and $500
Fee-only: Financial planning hourly fees ranging from $150 to $500 per hour
Main office location
JST Investment Consulting
3020 Old Ranch Parkway, Suite 300
Seal Beach CA 90740, United States
Number of offices
1
Most active in
JST Investment Consulting has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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