DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Renee Halsch

Jet Wealth Advisorsindependent RIALa Jolla, CaIA-onlyIAPD 1141737

Feed of 09/14/2026

Also filed as Renee C Halsch

At current firm

0 y

since Apr 7, 2026

In the industry

41 y

since Jun 26, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Registered Client Associatereportedjetwealthadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Jet Wealth Advisors independent RIA current
since Apr 7, 2026 · La Jolla, Ca
Wells Fargo Advisors wirehouse
Feb 10, 2022 to Apr 16, 2026 · La Jolla, Ca
Calton & Associates, Inc. independent RIA
Feb 24, 2021 to Aug 23, 2021 · San Diego, Ca
RBC Capital Markets, LLC national BD
Oct 31, 2019 to Jan 19, 2021 · La Jolla, Ca
LPL Financial LLC BD affiliated
Mar 11, 2016 to Nov 5, 2019 · San Diego, Ca
Advice And Planning Services BD affiliated
Nov 5, 2013 to Nov 10, 2015 · San Diego, Ca
MML Investors Services, LLC BD affiliated
Aug 12, 2010 to Oct 21, 2013 · Denver, Co
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 7, 2007 to Aug 11, 2010 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Jet Wealth Advisors
left Apr 16, 2026, registered Apr 7, 2026 (-9 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
Calton & Associates, Inc. to Wells Fargo Advisors
left Aug 23, 2021, registered Feb 10, 2022 (171 days) · RIA to wirehouse
RBC Capital Markets, LLC to Calton & Associates, Inc.
left Jan 19, 2021, registered Feb 24, 2021 (36 days) · Affiliated broker-dealer or bank to independent RIA
LPL Financial LLC to RBC Capital Markets, LLC
left Nov 5, 2019, registered Oct 31, 2019 (-5 days) · Affiliated broker-dealer or bank to another
Advice And Planning Services to LPL Financial LLC
left Nov 10, 2015, registered Mar 11, 2016 (122 days) · Other
MML Investors Services, LLC to Advice And Planning Services
left Oct 21, 2013, registered Nov 5, 2013 (15 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to MML Investors Services, LLC
left Aug 11, 2010, registered Aug 12, 2010 (1 days) · Other

Signals

Renee Halsch left Wells Fargo Advisors for Jet Wealth Advisors (registered 2026-04-07)
Apr 16, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address