Scottdale, AZ Office

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.