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Advisor at JET WEALTH ADVISORS
LA JOLLA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JET WEALTH ADVISORS | Independent wealth | Apr 8, 2026 | n/a | yes | LA JOLLA, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 23, 2013 | Apr 6, 2026 | no | LA JOLLA, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Sep 4, 2013 | no | CHICAGO, IL|LA JOLLA, CA|San Diego, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 2, 2007 | Jun 1, 2009 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | JET WEALTH ADVISORS | Apr 6, 2026 | Apr 8, 2026 | 2 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Sep 4, 2013 | Aug 23, 2013 | -12 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:333645:CA:2026-04-06 | Apr 6, 2026 | Apr 8, 2026 | LA JOLLA, CA | Firm change |