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4275 Executive Square Drive Suite 1030, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-25 |
| CA | RA | APPROVED | 2026-04-07 |
Branch Locations
4275 Executive Square Drive Suite 1030, La Jolla, CA 92037 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | La Jolla | CA | 08/2013 | 03/2026 |
| Jet Wealth Advisors | La Jolla | CA | 02/2026 | Present |
RENTAL PROPERTY, INV RELATED. CHICAGO, IL. LANDLORD, 100% OWNER. START 4/15/1998. 1 HR PER MO / 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, 100% OWNER, CHICAGO, IL, START 5/2003,1 HOUR PER MONTH. RENTAL PROPERTY - INV RELATED. CHICAGO, IL. LANDLORD, 100% OWNER. START 10/01/2002. 1 HR PER MO / 0 DURING TRADING. DUTIES: COLLECT RENT. RENTAL PROPERTY, INV RELATED, CHICAGO, IL, START 5/2007, 0 HOURS. RENTAL PROPERTY, INV RELATED, CHICAGO, IL, 100% OWNER, START 10/2002, 0 HOURS. RENTAL PROPERTY; INV. RELATED; CHICAGO, IL; 100% OWNERSHIP; PARKING SPACE; START 5/2004; 1 HR PER MONTH. RENTAL PROPERTY; INV. RELATED; HEBER, UT; 100% OWNERSHIP; VACATION RENTAL; START 10/2007; 1 HR PER MONTH. TRUSTEE FINET PRACTICE 401K, DBP OR PSP FBO ASSOCIATES; INV. RELATED; LA JOLLA, CA; START 12/17/2015; 0 HRS PER MONTH. TRUSTEE FINET PRACTICE 401K; INV. RELATED; LA JOLLA, CA; START 1/9/2015; 0 HRS PER MONTH. TRUSTEE FINET PRACTICE 401K FBO SPOUSE; INV. RELATED; LA JOLLA, CA; START 12/31/2014; 0 HRS PER MONTH. TRUSTEE FINET PRACTICE 401K FBO ASSOCIATE; INV. RELATED; LA JOLLA, CA; START 2/6/2015; 0 HRS PER MONTH. JET WEALTH ADVISORS INC; INV. RELATED; LA JOLLA, CA; 100% OWNERSHIP; START 8/28/2013; 0 HRS PER MONTH. TRUSTEE FOR JET WEALTH ADVISORS 401K; INV. RELATED; LA JOLLA, CA; START 8/28/2013; 0 HRS PER MONTH. FOREVER BALBOA PARK, INVT RELATED, SAN DIEGO, CA, FINANCE/EXECUTIVE COMMITTEE, START 2/22/2022, 1 HR PER MONTH, 1 HR DURING TRADING, REVIEW ORGANIZATIONS FINANCE, ANNUAL BUDGET AND RECOMMEND CHANGES TO EXECUTIVE COMMITTEE. DOROTHY TOMAN LIVING TRUST ; INV RELATED; CHICAGO,IL; HANDLE MOTHERS ESTATE; TRUSTEE/CO-TRUSTEE; START DATE: 11/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-04 |
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