JT WEALTH MANAGEMENT

JT WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 286280). Regulatory assets under management: $10.6M.

Registration

• CRD: 286280
• Type: Registered investment adviser
• Phone: (619) 365-5279
• Latest filing: 2026-05-01
• Regulatory AUM: $10.6M
• Discretionary AUM: $10.6M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286280 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search