La Jolla, CA logo

La Jolla, CA Office

Team
Updated today
JET Wealth Advisors logo

JET Wealth Advisors

Team

Firm-wide stats for JET Wealth Advisors

Total advisors

6

Across 2 offices

Clients per advisor

83 High

Avg AUM per client

$986,400 Typical

HNW client ratio

2% Very Low

About

JET Wealth Advisors provides investment management and financial planning to individuals, high‑net‑worth individuals, families, trusts, and small businesses. Its services include discretionary portfolio management, comprehensive financial planning, estate and legacy planning support, and charitable/philanthropic planning (including donor‑advised funds and gifts of appreciated securities).

The firm tailors portfolios to clients’ objectives and risk tolerances and typically implements diversified allocations using ETFs, mutual funds, separately managed accounts, individual equities, fixed‑income securities, and cash. JET Wealth Advisors applies fundamental, macroeconomic, and quantitative analysis in portfolio construction, generally manages client accounts on a discretionary basis, bills advisory fees monthly in advance, and commonly sets a $1,000,000 minimum (which may be waived).

Distinctive operational features include reporting approximately $546 million in regulatory AUM as a newly registered SEC adviser while operating with a six‑person team, and certain supervised persons who are also licensed insurance agents and may receive commissions for insurance sales. The firm does not aggregate client orders for execution and does not accept proxy‑voting authority (clients receive proxy materials directly and retain voting responsibility), which may affect trade execution and client responsibilities.

Based on JET Wealth Advisors

Expertise

General retirement planning Charitable giving & philanthropy Cash flow / budgeting

Based on JET Wealth Advisors

Location

4275 Executive Square Drive, Suite 1030

La Jolla CA 92037

Advisors at this office

5

Advisors at this office

user avatar

John T

Series 63, Series 65

La Jolla, CA

JET Wealth Advisors

John Toman Jr. is a financial advisor at JET Wealth Advisors in La Jolla, CA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors for 13 years. Outside of his advisory role, he serves on the finance and executive committee of Forever Balboa Park in San Diego. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm uses a diversified approach incorporating ETFs, mutual funds, separately managed accounts, and other securities, applying fundamental, macroeconomic, and quantitative analysis in portfolio construction.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
user avatar

Michael H

Series 63, Series 65, Series 66

La Jolla, CA

JET Wealth Advisors

Michael Hession is a financial advisor with JET Wealth Advisors in La Jolla, CA, holding Series 63, 65, and 66 licenses and three years of industry experience. He previously worked at Wells Fargo Advisors and Citigroup. Outside of finance, he works as a bartender at Mission Brewing. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm customizes portfolios using a variety of investment vehicles and applies fundamental, macroeconomic, and quantitative analysis in its discretionary management approach.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
user avatar

Renee H

Series 63, Series 66

La Jolla, CA

JET Wealth Advisors

Renee Halsch is a financial advisor at JET Wealth Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, RBC Capital Markets, San Diego County Credit Union, and LPL Financial. JET Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm offers discretionary portfolio management and comprehensive planning, using diversified portfolios tailored to clients’ objectives and risk tolerances.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
user avatar

Gabriela D

Series 66

La Jolla, CA

JET Wealth Advisors

Gabriela De Quadros Ribas is a financial advisor at JET Wealth Advisors in La Jolla, CA, holding a Series 66 designation with two years of industry experience. Prior to joining JET Wealth Advisors in 2026, she worked at Wells Fargo Advisors from 2024 to 2026. Before entering the financial industry, she was involved with Babe Kombucha Beverage for three years and was self-employed for four years. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses, utilizing diversified portfolios tailored to client objectives and risk tolerances. The firm employs fundamental, macroeconomic, and quantitative analysis in portfolio construction and manages approximately $546 million in regulatory assets under management.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
user avatar

Johanna T

Series 66

La Jolla, CA

JET Wealth Advisors

Johanna Toman is a financial advisor with JET Wealth Advisors in La Jolla, CA, holding a Series 66 credential and 19 years of industry experience. She worked at Wells Fargo Advisors for 13 years before joining JET Wealth Advisors in 2026. Outside of her advisory role, she serves as a substitute teacher in elementary education and is a registered yoga instructor teaching yoga to children. JET Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and small businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a range of investment vehicles and applying fundamental, macroeconomic, and quantitative analysis.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)