Jet Stream Wealth Management

Jet Stream Wealth Management is an independent, single-advisor registered investment adviser that serves individual investors, couples and families, participants in 401(k) plans, small businesses and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, written financial planning and retirement-planning consultations.

The firm primarily pursues passive portfolio construction using index mutual funds and ETFs to capture asset-class returns, while also drawing on technical, fundamental, behavioral and cyclical analysis to inform allocations; it may employ short-term trades, margin and options strategies when deemed appropriate. Acting as a fiduciary, the adviser tailors recommendations to each client’s objectives and monitors accounts regularly, providing written reports at least quarterly.

Jet Stream operates at an unusually small scale for a registered adviser — it reported about $18,100 in discretionary assets across four clients — and the managing member discloses substantial outside compensation and professional time from work as a pilot. The firm custodys assets at Interactive Brokers and discloses receipt of platform services that may benefit the firm, does not vote client proxies, and may combine household accounts when determining advisory fees.