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RIA / WealthAdvisor41 years in industry

RENEE HALSCH

Advisor at JET WEALTH ADVISORS

LA JOLLA, CA

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Search this name across graphsid dfx:ria:5a0f032b-75cd-3cf9-b287-268a5f914cf1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 7, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JET WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 26, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jun 26, 1985
First registration: Sep 7, 2007
Dual registered: no
Other names: RENEE C HALSCH|RENEE COLCHIN|RENEE EILEEN COLCHIN|Renee Colchin Halsch|RENEE COLCHIN
IAPD individual key: 1141737

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JET WEALTH ADVISORS	Independent wealth	Apr 7, 2026	n/a	yes	LA JOLLA, CA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Feb 10, 2022	Apr 16, 2026	no	LA JOLLA, CA	Previous registration
CALTON & ASSOCIATES, INC.	Independent wealth	Feb 24, 2021	Aug 23, 2021	no	San Diego, CA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Oct 31, 2019	Jan 19, 2021	no	LA JOLLA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 11, 2016	Nov 5, 2019	no	SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|LA JOLLA, CA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Nov 5, 2013	Nov 10, 2015	no	SAN DIEGO, CA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 12, 2010	Oct 21, 2013	no	DENVER, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 7, 2007	Aug 11, 2010	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	JET WEALTH ADVISORS	Apr 16, 2026	Apr 7, 2026	-9	Firm change	Wirehouse to new firm
CALTON & ASSOCIATES, INC.	WELLS FARGO ADVISORS	Aug 23, 2021	Feb 10, 2022	171	Firm change	RIA to wirehouse
RBC CAPITAL MARKETS, LLC	CALTON & ASSOCIATES, INC.	Jan 19, 2021	Feb 24, 2021	36	Firm change	Ibd to RIA
LPL FINANCIAL LLC	RBC CAPITAL MARKETS, LLC	Nov 5, 2019	Oct 31, 2019	-5	Firm change	Ibd to ibd
ADVICE AND PLANNING SERVICES	LPL FINANCIAL LLC	Nov 10, 2015	Mar 11, 2016	122	Firm change	Other
MML INVESTORS SERVICES, LLC	ADVICE AND PLANNING SERVICES	Oct 21, 2013	Nov 5, 2013	15	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MML INVESTORS SERVICES, LLC	Aug 11, 2010	Aug 12, 2010	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:333645:CA:2026-04-06	Apr 16, 2026	Apr 7, 2026	LA JOLLA, CA	Firm change

Relationships

Registered with (8)

→ JET WEALTH ADVISORSRegistered adviserregistration: current employment
Apr 7, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 10, 2022 to Apr 16, 2026factForm ADV
→ CALTON & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 24, 2021 to Aug 23, 2021factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Oct 31, 2019 to Jan 19, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 11, 2016 to Nov 5, 2019factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Nov 5, 2013 to Nov 10, 2015factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 12, 2010 to Oct 21, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 7, 2007 to Aug 11, 2010factForm ADV

Dated events

Occurred
Apr 16, 2026
Advisor changed firm
Renee Halsch left Wells Fargo Advisors for Jet Wealth Advisors (registered 2026-04-07)
Form ADVobserved 5 days ago