A complete list of active advisors currently associated with JET Wealth Advisors

Warmer can help you find a great advisor at JET Wealth Advisors or one who fits your needs even better.

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).

To learn more about the advisors currently working at JET Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.