Jeffrey Lawrence Walters
Investment adviser representative at Jet Wealth Advisors
12 yearsExperience
2 statesRegistered in
$546.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Jet Wealth AdvisorsFeb 2026 to now
- Wells Fargo Advisors Financial Network, LLCMar 2021 to Mar 2026
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2021
- Wells Fargo Advisors, LLCApr 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Jet Wealth Advisors
$546.5MAssets managed
556Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6329271
- Firm CRD
- 333645