Contact Me...

(760) 795-5270 - San Diego & Riverside County
(805) 226-4000 - Central Coast, CA


My Mission

My goal is to empower my clients by aligning intentions with meaningful actions through proactive and tax-intelligent planning, to ensure they reduce economic vulnerability and build enough wealth to live their very best lives, now and in the future.

As a comprehensive Wealth Management Advisor, I am passionate about serving my clientele, both individuals and small businesses, to ensure their financial goals become a reality. I rely not only on my knowledge and experience, but also on the expertise of my team of specialists.

My business is focused on providing a high level of professional advice as well as excellent, personalized service.

Signature

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Tony Jelso, ChFC®, CLTC®

Wealth Management Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck