Chelsea Renae Tilly
Investment Adviser Representative at JGP Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chelsea Renae Tilly is an investment adviser representative with JGP Wealth Management, LLC in West Valley City, UT, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including SVB Wealth and SVB Investment Services Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- KeyBankDec 2016 – Jun 2021North Salt Lake, UT
- Key Investment ServicesMay 2019 – Jun 2021North Salt Lake, UT
- Silicon Valley BankJun 2021 – Mar 2023San Francisco, CA
- SVB Wealth AdvisoryJun 2021 – Jun 2022San Francisco, CA
- SVB Wealth LLCJun 2022 – May 2024San Francisco, CA
- SVB Investment Services IncJun 2022 – Dec 2023San Francisco, CA
- First Citizens Investor ServicesDec 2023 – May 2024Raleigh, NC
- JGP Wealth ManagementMay 2024 – no end date reportedPortland, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JGP Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Bend, OR
- SEC file number:
- 801-112288
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 3, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chelsea Renae Tilly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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