Renee Halsch 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.
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.
Renee Halsch’s longest registration was 4 years at Wells Fargo Advisors (2022–2026). Before joining Jet Wealth Advisors in 2026, Renee Halsch was registered through Wells Fargo Advisors and Calton & Associates, Inc.
- Jet Wealth AdvisorsCurrent– present · under a yearLa Jolla, CA · Adviser representative · Firm CRD 333645
- Wells Fargo Advisors– · 4 yearsLa Jolla, CA · Adviser representative · Firm CRD 11025
- Calton & Associates, Inc.– · under a yearSan Diego, CA · Adviser representative · Firm CRD 20999
- RBC Capital Markets, LLC– · 1 yearLa Jolla, CA · Adviser representative · Firm CRD 31194
- LPL Financial LLC– · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 6413
- Tiaa-Cref Advice and Planning Services– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 20472
- MML Investors Services, LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 10409
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsDenver, CO · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Renee Halsch is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 30 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 September 2007 |
| Series 7 | General Securities Representative Examination | 28 September 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 June 1985 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 1141737
- Firm
- Jet Wealth Advisors · CRD 333645
- Office
- 4275 EXECUTIVE SQUARE DRIVE, SUITE 1030, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- March 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Renee Halsch work?
Renee Halsch 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 Renee Halsch a financial advisor?
Yes. Renee Halsch has a current investment-adviser registration in California, through Jet Wealth Advisors since April 2026.
How many years of experience does Renee Halsch have?
Renee Halsch has 31 years in the financial industry, since March 1995, across 8 adviser firms.
What exams has Renee Halsch passed?
Renee Halsch has passed 4 licensing exams: the Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 63, was passed in June 1985. FINRA credited Renee Halsch with the SIE, which began in October 2018.
Where did Renee Halsch work before Jet Wealth Advisors?
Before Jet Wealth Advisors, Renee Halsch was registered through Calton & Associates, Inc., February 2021 to August 2021; RBC Capital Markets, LLC, October 2019 to January 2021; LPL Financial LLC, March 2016 to November 2019; Tiaa-Cref Advice and Planning Services, November 2013 to November 2015; MML Investors Services, LLC, August 2010 to October 2013; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2007 to August 2010.
Where is Renee Halsch based?
Renee Halsch’s registered office is in La Jolla, CA.
Is Renee Halsch registered with FINRA?
No. Renee Halsch has no current broker registration.
How can I verify Renee Halsch’s record?
Search CRD 1141737 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Renee Halsch’s full registration record.
- Matthew MurrayChief Compliance Officer
John TomanPartner