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JET WEALTH ADVISORS

LA JOLLA, CA · CRD 333645 · IAPD ↗ · jetwealthadvisors.com · 858-457-1003

$546.5MRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — JET WEALTH ADVISORS notice-filed in CO, FL, IL, IN, MI, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
July 2026 — JET WEALTH ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
67
April 2026 — JET WEALTH ADVISORS grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
March 2026 — JET WEALTH ADVISORS (LA JOLLA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.