JET Wealth Advisors logo

JET Wealth Advisors

Updated today

Client assets under management

$0

Clients

0

Advisors

6

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

0

Very Low

Average account size

About

JET Wealth Advisors is an SEC‑registered investment adviser that offers discretionary portfolio management and financial planning services to individuals, high‑net‑worth families, trusts, estates, and small businesses, generally targeting households with at least $1,000,000 in assets. Services described in the brochure include tailored investment management using ETFs, mutual funds, individual equities and fixed‑income, as well as retirement, estate, charitable, and insurance‑risk planning support.

The firm describes a client‑focused process that gathers written information on objectives, risk tolerance, and time horizon to recommend asset allocation and specific investments, with periodic reviews at least annually and additional performance or holdings reports provided as needed; advisory fees are asset‑based and billed quarterly in arrears. Jet Wealth generally recommends custody with Fidelity (or an affiliate), manages accounts on a discretionary basis, does not sponsor pooled investment vehicles, does not charge performance‑based fees, and discloses it does not aggregate client orders or participate in wrap fee programs.

Noteworthy disclosures in the brochure include that certain supervised persons are also licensed insurance agents and may receive commissions from insurance sales, a potential conflict the firm acknowledges and says clients are not required to accept. The firm also reported no regulatory assets under management at the time of filing as a newly registered adviser, emphasizes annual brochure updates and custodian statements for client oversight, and disclaims proxy‑voting authority (clients retain voting responsibility).

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $5,000,000: 1.5% - 1.00% Above $5,000,000+: Negotiable

Other

Account minimum: $1,000,000

Main office location

JET Wealth Advisors

4275 Executive Square Drive, Suite 1030

La Jolla CA 92037, United States

Number of offices

2

Most active in

Arizona · California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John T

Series 63, Series 65

La Jolla, CA

JET Wealth Advisors

John Toman Jr. is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 13 years at Wells Fargo Advisors and currently serves at JET Wealth Advisors. Outside of his advisory role, he is involved in nonprofit finance as a member of the executive committee for Forever Balboa Park in San Diego. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and business-owner transition strategies. The firm uses proprietary research and planning tools to develop tailored recommendations for clients, who can choose to implement these through various brokerage or advisory programs.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Michael H

Series 63, Series 65, Series 66

La Jolla, CA

JET Wealth Advisors

Michael Hession is a financial advisor with Wells Fargo Advisors in La Jolla, CA, holding Series 63, 65, and 66 licenses and two years of industry experience. He previously worked at Citigroup for ten years and has been with Wells Fargo Advisors since 2025. Outside of his advisory role, he works as a bartender at Mission Brewing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements that are generally discrete and optional to implement through various brokerage or advisory programs.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Renee H

Series 63, Series 66

La Jolla, CA

JET Wealth Advisors

Renee Halsch is a financial advisor with Wells Fargo Advisors in La Jolla, CA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Her prior roles include positions at RBC Capital Markets, San Diego County Credit Union, and LPL Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services with a broad planning menu tailored to clients meeting certain net-worth thresholds. The firm uses proprietary research and planning tools to develop personalized recommendations delivered through client meetings and summary reports.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Gabriela D

Series 66

La Jolla, CA

JET Wealth Advisors

Gabriela De Quadros Ribas is a financial advisor at Wells Fargo Advisors in La Jolla, CA, holding a Series 66 designation with one year of industry experience. She previously held roles at JET Wealth Advisors and was involved with Babe Kombucha Beverage. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing a broad range of planning tools and research across various complex financial areas.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Johanna T

Series 66

La Jolla, CA

JET Wealth Advisors

Johanna Toman is a financial advisor at JET Wealth Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Advisors for 13 years. Outside of her advisory role, she is a registered yoga teacher and teaches yoga to children in San Diego, and also serves as a substitute teacher in elementary education. JET Wealth Advisors provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth families, trusts, estates, and small businesses. The firm offers tailored investment management using ETFs, mutual funds, individual equities, and fixed income, along with retirement, estate, charitable, and insurance-risk planning.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Jeffrey W

Series 66

Scottdale, AZ

JET Wealth Advisors

Jeffrey Walters is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 license and having 11 years of industry experience. His career includes roles at Wells Fargo Clearing and JET Wealth Advisors. He is also involved in managing WALTERS GROUP LLC, a separate investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.)
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