Equitable Advisors
40yrs
Top advisor by experience in Tustin
3yrs
Timothy Wei
Financial advisor at JS Consulting
Timothy Wei has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Tustin, California. Timothy joined JS Consulting in 2024, a firm offering selecting outside investment managers.
One of 107 advisors with offices in Tustin, and one of 95 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeTustin, CA
FirmJS Consulting
How the firm is paid ?Other
States licensed ?1 state
Services through JS Consulting
Choosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowJS ConsultingCurrent firm
Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Timothy
How do I contact Timothy?
Call JS Consulting at (657) 247-6587 and ask for Timothy Wei. Timothy works from the Tustin, CA office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Timothy hold?
Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
JS Consulting reports being paid by other fees. Ask Timothy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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