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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RH

Renee Halsch

JET WEALTH ADVISORS
LA JOLLA, CA 92037
Some features on this profile are disabled
CRD#: 1141737
RH

Professional summary

Renee Halsch, who also goes by Renee Eileen Colchin, Renee Colchin, Renee C Halsch, Renee Colchin Halsch, is a registered financial advisor currently at JET WEALTH ADVISORS located in La Jolla, California.

Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Renee has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Renee Eileen Colchin | Renee Colchin | Renee C Halsch | Renee Colchin Halsch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Halsch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 7, 2026 - Present

JET WEALTH ADVISORS

Office #1: 4275 Executive Square Drive Suite 1030, La Jolla, CA 92037
RIA
CRD#: 333645
LA JOLLA, CA
Past

February 10, 2022 - April 16, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
LA JOLLA, CA
Past

February 10, 2022 - April 16, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
LA JOLLA, CA
Past

February 24, 2021 - August 23, 2021

CALTON & ASSOCIATES, INC.

RIA
CRD#: 20999
San Diego, CA
Past

February 24, 2021 - August 23, 2021

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
San Diego, CA
Past

October 31, 2019 - January 19, 2021

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
LA JOLLA, CA
Past

October 31, 2019 - January 19, 2021

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
LA JOLLA, CA
Past

March 11, 2016 - November 5, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

March 11, 2016 - November 5, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

November 5, 2013 - November 10, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
SAN DIEGO, CA
Past

November 5, 2013 - November 10, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SAN DIEGO, CA
Past

August 12, 2010 - October 21, 2013

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
DENVER, CO
Past

August 12, 2010 - October 21, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
DENVER, CO
Past

September 7, 2007 - August 11, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DENVER, CO
Past

August 7, 2007 - August 11, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DENVER, CO
Past

September 29, 2005 - March 25, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

September 29, 2005 - June 12, 2007

OSAIC FA, INC.

BD
CRD#: 3978
DENVER, CO
Past

June 22, 1983 - February 6, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/6/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/26/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/30/2019
General Securities Principal Examination

Current Firm

JW
JET WEALTH ADVISORS
JET WEALTH ADVISORS

CRD#: 333645 / SEC#: 801-135319

RIA
Registered Investment Advisory firm - (2/23/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4275 Executive Square Drive Suite 1030, La Jolla, CA 92037
Mailing Address
Phone number
(858) 457-1003
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JET WEALTH ADV PART 2 (1/13/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JET WEALTH ADVISORS

CRD#: 333645La Jolla, CA 92037

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