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Timothy W

Series 65

Tustin, CA

JS Consulting

Timothy Wei is a financial advisor at JS Consulting with a Series 65 designation and two years of industry experience. He has worked previously at KEDP, Aloha Pacific Federal Credit Union, KMH LLP, and KPMG. In addition to his advisory role, Wei operates as an independent accountant. JS Family Consulting Inc. provides advisory services by selecting and referring clients to third-party investment advisers rather than directly managing portfolios. The firm serves individual and business clients, customizing recommendations based on income, tax situations, and risk tolerance, while portfolio management is handled by the recommended advisers.

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