A complete list of active advisors currently associated with JST Investment Consulting

Warmer can help you find a great advisor at JST Investment Consulting or one who fits your needs even better.

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.

To learn more about the advisors currently working at JST Investment Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.