Jeffrey Walters has been an investment adviser representative at Jet Wealth Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners. Jeffrey Walters holds a Bachelor of Science in Business Administration from Bradley University.
Jet Wealth Advisors is a La Jolla, CA firm with $547M under management, 556 clients and 6 advisers across 2 offices, as of its June 2026 filing.
Jeff Walters is Partner of JET Wealth Advisors. He began his career in private equity and works with CEOs, business owners, executives, retirees and high-net-worth families on long-term, tax-efficient wealth strategies.
Jeffrey Walters’ longest registration was 6 years at Wells Fargo Clearing Services, LLC (2014–2021). Before joining Jet Wealth Advisors in 2026, Jeffrey Walters was registered through Wells Fargo Advisors and Wells Fargo Clearing Services, LLC.
- Jet Wealth AdvisorsCurrent– present · under a yearScottdale, AZ · Adviser representative · Firm CRD 333645
- Wells Fargo Advisors– · 5 yearsLa Jolla, CA · Adviser representative · Firm CRD 11025
- Wells Fargo Clearing Services, LLC– · 6 yearsScottsdale, AZ · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jeffrey Walters is registered as an investment adviser representative in 2 states. Each was approved in April 2026.
- ArizonaSince 20 April 2026
- CaliforniaSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 24 September 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 August 2014 |
| Series 7 | General Securities Representative Examination | 12 June 2014 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Lawrence Walters
- CRD
- 6329271
- Firm
- Jet Wealth Advisors · CRD 333645
- Office
- Scottdale, AZ
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jetwealthadvisors.com
Where does Jeffrey Walters work?
Jeffrey Walters is an investment adviser representative registered through Jet Wealth Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Walters a financial advisor?
Yes. Jeffrey Walters has a current investment-adviser registration in Arizona and California, through Jet Wealth Advisors since April 2026.
How many years of experience does Jeffrey Walters have?
Jeffrey Walters has 12 years in the financial industry, since June 2014, across 3 adviser firms.
What exams has Jeffrey Walters passed?
Jeffrey Walters has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in June 2014. FINRA credited Jeffrey Walters with the SIE, which began in October 2018.
Where did Jeffrey Walters work before Jet Wealth Advisors?
Before Jet Wealth Advisors, Jeffrey Walters was registered through Wells Fargo Clearing Services, LLC, August 2014 to March 2021.
Where is Jeffrey Walters based?
Jeffrey Walters’ registered office is in Scottdale, AZ.
Is Jeffrey Walters registered with FINRA?
No. Jeffrey Walters has no current broker registration.
How can I verify Jeffrey Walters’ record?
Search CRD 6329271 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Walters’ full registration record.
- Matthew MurrayChief Compliance Officer
John TomanPartner