Jet Wealth Advisors
- Regulatory AUM
- $547M
- Discretionary
- $542M
- Clients
- 556
- Avg AUM / client
- $983K
- Accounts
- 952
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 487 | $351M | 64.3% |
| High net worth individuals | 10 | $139M | 25.4% |
| Pension and profit sharing plans | 46 | $48.4M | 8.86% |
| Corporations and other businesses | 13 | $7.9M | 1.44% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gabriela De Quadros Ribas | Registered representative | Apr 2026 (0y) | ||
| Jeffrey Lawrence Walters | Registered representative | Apr 2026 (0y) | ||
| John Philip Toman | Registered representative | Apr 2026 (0y) | ||
| Michael David Hession | Registered representative | Apr 2026 (0y) | ||
| Renee Halsch | Registered representative | Apr 2026 (0y) | ||
| Johanna Alexandria Toman | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/05/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $547M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 05, 2026.
View current Form ADV (SEC/IAPD) ↗