J
Jet Stream Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,100
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$4,525
About
Jet Stream Wealth Management is an independent, single-advisor registered investment adviser that serves individual investors, couples and families, participants in 401(k) plans, small businesses and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, written financial planning and retirement-planning consultations.
The firm primarily pursues passive portfolio construction using index mutual funds and ETFs to capture asset-class returns, while also drawing on technical, fundamental, behavioral and cyclical analysis to inform allocations; it may employ short-term trades, margin and options strategies when deemed appropriate. Acting as a fiduciary, the adviser tailors recommendations to each client’s objectives and monitors accounts regularly, providing written reports at least quarterly.
Jet Stream operates at an unusually small scale for a registered adviser — it reported about $18,100 in discretionary assets across four clients — and the managing member discloses substantial outside compensation and professional time from work as a pilot. The firm custodys assets at Interactive Brokers and discloses receipt of platform services that may benefit the firm, does not vote client proxies, and may combine household accounts when determining advisory fees.
Client services
Financial planning
Portfolio management
Retirement planning
Expertise
Passive / index investing
Options & derivatives strategies
Retirement income strategy
Cash flow / budgeting
Occupation focus
Retired
Fee options
Financial Planning fees can be fixed or hourly, determined on client-by-client basis
$1 - $499,999: 1.00% annually $500,000 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
$250/hour
Main office location
Jet Stream Wealth Management
Ridgewood NY, United States
Number of offices
1
Most active in
Jet Stream Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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