Jet Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, education planning, estate planning, insurance, and philanthropic planning.
Jet Wealth Advisors reports 556 clients. They include 487 individual clients, 46 pension and profit-sharing plans, and 13 corporations and other businesses. Of its assets, 99.1% ($542M across 945 accounts) are managed with discretion; $5M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 64% |
| High-net-worth individuals | 2% | 25% |
| Pension and profit-sharing plans | 8% | 9% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 487 | $351M | 64.3% | $721K |
| High-net-worth individuals | 10 | $139M | 25.4% | $13.9M |
| Pension and profit-sharing plans | 46 | $48.4M | 8.9% | $1.05M |
| Corporations and other businesses | 13 | $7.89M | 1.4% | $607K |
| Total | 556 | $547M | 100% | $983K |
- Clients
- 487
- Regulatory AUM
- $351M
- AUM share
- 64.3%
- Avg. per client
- $721K
- Clients
- 10
- Regulatory AUM
- $139M
- AUM share
- 25.4%
- Avg. per client
- $13.9M
- Clients
- 46
- Regulatory AUM
- $48.4M
- AUM share
- 8.9%
- Avg. per client
- $1.05M
- Clients
- 13
- Regulatory AUM
- $7.89M
- AUM share
- 1.4%
- Avg. per client
- $607K
Total
- Clients
- 556
- Regulatory AUM
- $547M
- AUM share
- 100%
- Avg. per client
- $983K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Jet Wealth Advisors charges 1.00%–2.00% a year for its Portfolio management services. The fee is billed in advance.
Fee details and sources
John Toman owns 75% or more of Jet Wealth Advisors. The leadership team of Jet Wealth Advisors includes Chief Compliance Officer Matthew Murray. It has 8 employees, 6 of them in advisory roles.
Leadership
- Matthew MurrayChief Compliance Officer
John TomanPartner
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 insurance agents
- Owns 75% or more of Jet Wealth Advisors
John Toman
Control person · since August 2013
Besides its headquarters, Jet Wealth Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 4275 Executive Square Drive, Suite 1030, La JollaHQ
Contact and registration details
- Legal name
- Jet Wealth Advisors
- Headquarters
- 4275 Executive Square Drive, Suite 1030, La Jolla, CA 92037
- Website
- jetwealthadvisors.com
- Phone
- 858-457-1003
- SEC file
- 801-135319
- Founded
- 2013
- Structure
- California corporation
- Fiscal year end
- December
Jet Wealth Advisors uses Fidelity ($547M) as custodian for its separately managed accounts. Jet Wealth Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $547M100%
At year end, Jet Wealth Advisors’ separately managed accounts were mostly in stocks (69%) and funds (17%).
What the accounts hold
- Stocks69%
- Funds17%
- Bonds14%
- State and local bonds10%
- U.S. government and agency bonds4%
How many clients does Jet Wealth Advisors have?
Jet Wealth Advisors has 556 clients and manages $547 million for them, as of June 2026. They include 487 individual clients, 46 pension and profit-sharing plans, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 June 2026
What services does Jet Wealth Advisors offer?
Jet Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, education planning, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Jet Wealth Advisors charge?
Jet Wealth Advisors charges 1.00%–2.00% a year for its Portfolio management services. The fee is billed in advance.
Which custodians does Jet Wealth Advisors use?
Jet Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $547M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 June 2026
How many financial advisors does Jet Wealth Advisors have?
Jet Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jet Wealth Advisors invest in?
At the end of its last fiscal year, Jet Wealth Advisors’ separately managed accounts held 69% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds and 4% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jet Wealth Advisors?
Jet Wealth Advisors’ direct owner is John Toman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 June 2026
How does Jet Wealth Advisors get paid?
Jet Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Jet Wealth Advisors registered with the SEC?
Yes, Jet Wealth Advisors has been registered with the SEC as an investment adviser since 23 February 2026. Its CRD number is 333645 and its SEC file number is 801-135319.
Source: Form ADV Part 1A, Item 1, filed 5 June 2026; IAPD firm record
How do I contact Jet Wealth Advisors?
Jet Wealth Advisors’ main office is at 4275 Executive Square Drive, Suite 1030, La Jolla, CA 92037. Its phone number is 858-457-1003. Its website is jetwealthadvisors.com.