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4275 Executive Square Drive Suite 1030, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-20 |
| CA | RA | APPROVED | 2026-04-07 |
Branch Locations
4275 Executive Square Drive Suite 1030, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Scottsdale | AZ | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 03/2021 |
| Wells Fargo Advisors Financial Network, Llc | La Jolla | CA | 03/2021 | 03/2026 |
| Jet Wealth Advisors | La Jolla | CA | 02/2026 | Present |
WALTERS GROUP LLC, INV RELATED, PARK CITY, UT, 100% OWNERSHIP, START DATE 1/10/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR WALTERS GROUP LLC 401K, INV RELATED, HIDEOUT, UT, START: 12/5/2022, 160 HRS/MONTH, 8 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-05 |
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