Chelsea Jez
Advisor at TLG Advisors, INC.
Updated today
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.
Location
Summit, WI
Credentials
Series 66
Industry experience
13 years
About
Chelsea Jez is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Axa Advisors, Lincoln Financial Advisors, and Lincoln Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.
Client services
Based on TLG Advisors, INC.
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Placement of institutional funds
Expertise
Based on TLG Advisors, INC.
Wealth management
Passive / index investing
Active portfolio management
General estate planning guidance
Business ownership considerations
Fee options
Fixed fees charged for financial planning and consulting; specific amounts not stated
$0 - $1,000,000: Not to exceed 1.75% annually Over $1,000,000+: Not to exceed 1.00% annually $0 - $1,000,000: Starlight Portfolios fees total between 0.65% and 1.25% annually (includes 0.58%-1.118% to TLG Advisors plus 0.10% to Advisor Engine)
Certain IARs also registered representatives of affiliated broker-dealer, may receive commissions on securities and insurance products
Hourly fees charged for financial planning and consulting; specific amounts not stated
Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting; specific amounts not stated
Location
Summit, WI
Most active in
Chelsea J has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Simplicity Investments
2026 - Present (1 year)
Lincoln Financial
2024 - Present (2 years)
Lincoln Financial Advisors
2016 - 2024 (8 years)
Axa Advisors, Llc
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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.
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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.
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