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.
Credentials
Series 66
Experience Industry experience
14 years
Location
Summit, WI
Tlg Advisors, Inc.
Enterprise
Chelsea Jez is a Series 66-licensed financial advisor at TLG Advisors, Inc. with 14 years of industry experience. She previously worked at Lincoln Financial Advisors for eight years and Lincoln Financial for two years. Jez also serves as a retirement consultant focusing on the education of retirement products. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory in its investment process and offers both managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.
Based on Tlg Advisors, Inc.
Based on Tlg Advisors, Inc.
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
Summit, WI
Summit WI
Advisors at this office
1
Wisconsin
14 years of industry experience
Simplicity Investments
2026 - Present • 1 year
Summit, NJ
Lincoln Financial
2024 - Present • 2 years
Fort Wayne, IN
Lincoln Financial Advisors
2016 - 2024 • 8 years
Schaumburg, IL
Equitable Advisors
2013 - 2016 • 3 years
IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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