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: 858-457-1026
• 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
• fax f: 858-457-1043
• email e: [email protected]

Renee joined Jet Wealth Advisors in January 2022 as a Senior Registered Client Associate. Her career in financial services spans more than 25 years and includes retirement, estate planning, investment management, and client service and support. Renee ran a financial advisor practice in Denver, Colorado focusing on women in transition such as divorce and widowhood. She was also an active board member for the Colorado Women's Chamber of Commerce.

Renee spent most of her life in Colorado where she has a large family including two sons and 3 grandchildren. Renee also enjoys mountain biking and is an active board member, advocate and volunteer with the San Diego Mountain Bike Association.

She is a graduate of Colorado State University and holds the Series 7 and 66 financial industry registrations and California Insurance license number 0I7036. Renee Halsch’s resident state and principal place of business is California.

• phone p: 858-457-1029
• fax f: 858-457-1043
• email e: [email protected]

“I believe that with knowledge, expertise, commitment and continuous effort we can create customer satisfaction, and lead them to their financial success.””

Vanja is a graduate of the American Public University System, West Virginia, with a degree in Legal Studies with a Paralegal certificate. She is currently pursuing her master's degree in Financial Compliance and Risk Management at Albany Law School, New York. She has experience in retail and financial management, working in the financial sector over the last 5 years specializing in asset management, research, analysis, and administrative processes. She managed custodian bank operations and developed/modified procedures and controls to reduce risk and overall strategies. Currently, Vanja holds FINRA series 7 (General Securities Representative).

Vanja loves to travel and enjoys active outdoor life, including paddleboarding, rollerblading, and hiking. She is also a vivid skier who likes thrilling adrenalin adventures such as skydiving. Vanja has also served through IRC (International Rescue Committee) as AmeriCorps’ VITA program coordinator, supporting outreach efforts to local groups through recruitment and developing training programs. She currently resides in San Diego with her fiancé.

• phone p: 858-457-1026
• 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 pursue 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.

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

• phone p: 858-457-1028
• fax f: 858-457-1043
• email e: [email protected]

“We believe our goals are inextricably linked to the goals of our clients and in forming long-term symbiotic relationships. Jet Wealth Advisors incorporates structuring and planning high-level financial services while keeping things simple.”

Nicole Read is a graduate from The University of San Diego with a Bachelor’s degree in Political Science. She has been working in administrative, legal, and educational services as an experienced teacher and brings with her a drive to learn and serve others. She is skilled in education, project management, and care coordination. Nicole is very passionate in her pursuits, including maintaining strong client relationships and providing exceptional services in the financial industry.

She plans to continue to grow her client relationships and knowledge in comprehensive financial services. She resides in San Diego and loves to spend her time being very active outdoors running, hiking, and camping.