Jet Wealth Advisors

• phone p: 858-457-1018
• fax f: 858-457-1043
• email e: [email protected]

“My greatest satisfaction comes from building our clients trusted relationships and working with them for many years to help them realize their financial goals. My process goes far beyond just a portfolio, and I assign a great value to my philosophy, my planning, and my process to exceed my clients expectations”

Jeff Walters is a graduate of Bradley University with a degree in business. He began his career in the private equity space before transitioning into wealth management at Wells Fargo Advisors. He spends much of his free time out in the mountains trail running, mountain biking, and skiing. Jeff has relocated to San Diego to join JET Wealth Advisors from Scottsdale, Arizona.

Jeff focuses much of his attention on detailed planning, research, and personally manages his portfolios to allow for tactical changes in the strategies. His clients range from C Level Executives, business owners, qualified retirement plans for companies, and families.

Jeff Walters currently holds a FINRA series 7 and 66 registrations: CRD #6329271. He is registered in multiple states throughout the country and also holds his insurance license.

• phone p: 858-457-1003
• fax f: 858-457-1043
• email e: [email protected]

“We believe in providing the best service to help our clients reach their financial goals, in a rewarding and uncomplicated manner.”

Jackie is a graduate from Humboldt State University, Arcata, California. She has been working in administrative and project management field for the past 20 years, as well as running her own music studio for the past 15 years.

Jackie resides with her son, husband and Rottweiler dog in San Diego. Her past times are teaching, writing and performing music. She is an active member of American Orff-Schulwerk Association (child centered way of learning music education).

• phone p: 858-457-1039
• mobile m: 858-281-1359
• email e: [email protected]

“At JET wealth advisors we are dedicated to providing our clients with fast, efficient, and comfortable service in order to effectively provide informational content, the goal is to introduce and implement a simple money management system that works for you.”

Coming all the way from Jordan, Noor Abdulkarim is now a San Diego State graduate with a bachelor’s in Finance and a Minor in Management. She has been working in the financial services industry for 3 years along with taking classes and obtaining her degree. Her drive to work early on drove her to be part of several internships at the British University located in Dubai, Tidemark Financial partners and Edward Jones, as well as work at Global Equity Finance. Moreover, she joined the Deloitte tax and CFA society competition.

Noor is the Senior Administrative Manager, she will handle all client administrative inquiries, setting up new accounts and maintaining key client relationships through working directly with clients in resolving all issues and concerns.

• phone p: 858-457-1003
• fax f: 858-457-1043
• email e: [email protected]

“Jet Wealth Advisors work with individuals and families, to understand their financial needs and concerns.  We work with them to develop a customized investment program that can best meet their needs.”

Johanna Toman is a Client Advisor for Jet Wealth Advisors, a family owned practice providing wealth management and planning services to clients in the U.S. and internationally. Through a customer centric focus, she understands the unique needs of each family and effectively develops a comprehensive plan to achieve their financial goals. She develops financial strategies that incorporate recommended asset allocation for each stage of life, providing customized plans for education, retirement, insurance needs, estate strategies and philanthropic legacies.

Johanna began her finance career with Refco Inc. on the floor of the Chicago Board of Trade. She became a Financial Advisor while working for Smith Barney, a division of Citigroup. Her educational background includes NASD Series 7, 31, 63 and 65 registrations, and she has her Bachelor's degree from Colorado State University.

Johanna and her husband live in Carmel Valley and enjoy an active lifestyle with their three young sons.

• phone p: 858-457-1003
• fax f: 858-457-1043
• email e: [email protected]

“I’m a firm believer that helping clients organize their financial lives is the first crucial step in providing clarity, so they can focus on enjoying life.”

Garrett is the newest member of the team, joining the San Diego office in 2018. He brings fifteen years of business experience in the automotive industry with Ford Motor Company in the Global Purchasing organization.

In 2013, Garrett’s interests in providing financial stability for his growing family lead him to a second career in financial services and wealth management. His recent experience in retirement planning and insurance make him a valuable asset to the team.

He is a graduate of Michigan State University, Eli Broad College of Business (BA). He is FINRA Licensed Series 65 (Uniform Investment Law) and is currently pursuing a CFP designation.

In his current role, Garrett is responsible for business development and operational aspects for the practice, and is passionate about providing clients with a path to financial security.