JET Wealth Advisors

Overview

JET Wealth Advisors is an independent registered investment advisory firm organized as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory services focus on financial planning and portfolio management for individuals and small businesses, and the firm also publishes periodicals or newsletters. JET Wealth Advisors operates an insurance brokerage alongside its advisory business. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices