{"url":"https://nivawealth.com/firms/jet-wealth-advisors-333645","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333645","regulatoryAum":546543000,"crd":"333645","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7862336","suffix":null,"lastName":"DE QUADROS RIBAS","firstName":"GABRIELA","middleName":null},{"crd":"1141737","suffix":null,"lastName":"HALSCH","firstName":"RENEE","middleName":null},{"crd":"6342854","suffix":null,"lastName":"HESSION","firstName":"MICHAEL","middleName":"DAVID"},{"crd":"5120277","suffix":null,"lastName":"TOMAN","firstName":"JOHANNA","middleName":"ALEXANDRIA"},{"crd":"2386327","suffix":"JR","lastName":"TOMAN","firstName":"JOHN","middleName":"PHILIP"},{"crd":"6329271","suffix":null,"lastName":"WALTERS","firstName":"JEFFREY","middleName":"LAWRENCE"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135319","legalName":"Jet Wealth Advisors","displayName":"Jet Wealth Advisors","slug":"jet-wealth-advisors-333645","website":"https://jetwealthadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2013","organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"4275 Executive Square Drive, Suite 1030","city":"La Jolla","state":"CA","stateName":"California","country":"United States","postalCode":"92037"},"tradeNames":[],"registration":{"secApproved":"23 February 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":986400.402414487,"staff":{"employees":8,"advisory":6,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":546543000,"discretionary":541543000,"discretionaryAccounts":945,"nonDiscretionary":5000000,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":487,"regulatoryAum":351249862},{"label":"High-net-worth individuals","clients":10,"regulatoryAum":138991138},{"label":"Pension and profit-sharing plans","clients":46,"regulatoryAum":48414000},{"label":"Corporations and other businesses","clients":13,"regulatoryAum":7888000}],"feePrograms":[{"role":"main","program":"Portfolio management services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047339","versionId":1047339,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-05","documentName":"JET WEALTH ADV PART 2","fee_rate_low":1,"fee_rate_high":2,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:57:18.205306+00:00","documents":[{"name":"JET WEALTH ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047339","versionId":1047339,"submittedOn":"2026-06-05"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":546543000}],"custodyNote":"Jet Wealth Advisors does not have custody of client assets.","leadership":[{"name":"Matthew Murray","title":"Chief Compliance Officer","crd":"6006996"},{"name":"John Toman","title":"Partner","crd":"2386327"}],"ownership":[{"label":"John Toman","detail":"Partner in the 75% or more ownership band and a control person, since August 2013."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"4275 Executive Square Drive, Suite 1030","city":"La Jolla","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"858-457-1003","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Publication of periodicals or newsletters"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":69},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":17}],"privateFunds":0},"sources":{"adv1FilingDate":"5 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333645/PDF/333645.pdf","brochureDate":"5 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047339","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jet Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jet Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jet Wealth Advisors charge?","answer":"Jet Wealth Advisors charges 1.00%–2.00% a year for its Portfolio management services. The fee is billed in advance.","source":"JET WEALTH ADV PART 2, filed 5 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Jet Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jet Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jet Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jet Wealth Advisors?","answer":"Jet Wealth Advisors’ direct owner is John Toman (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jet Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Jet Wealth Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Jet Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}