Investment adviser representative · Jet Wealth Advisors
Renee Halsch
CRD 1141737 · La Jolla, CA
At a glance
Renee Halsch is an investment adviser representative with Jet Wealth Advisors in La Jolla, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Renee’s SEC record dates to 2007, about 19 years ago.
Current advisory firm
- Jet Wealth AdvisorsSince April 2026La Jolla, CA · $547M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Renee’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.