DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Edinburg, TX 78539
956-683-0199
About Jett Financial Group
Whether your retirement need is immediate income, safe growth for accumulation, or transfer of legacy, our team of experts can help. We are experienced with diversifying retirement options, reducing financial risks, analyzing exposure and protecting retirement assets.
John uses proven strategies specifically designed to safeguard and hedge against market volatility.
See Disclosures
General Information
Firm Start Year
automated call
Yes
CRD#
5594458
Firm CRD#
139627
Insurance License#
1451979
States Licensed in
TX
Years of Experience in Financial Services
18
Number of Years with Current Firm
18
Work Experience
I am an independent fiduciary advisor, evolving within the business management and finance sector for over 22 years. While some financial advisors focus on selling products, we focus on solving problems, specifically customizing plans to suit the clients individual needs - first. That starts with educating clients to lessen their worries with more informed financial decisions, by offering a professional, independent and unbiased viewpoint.
We are proud to provide a bid network for our clients in an effort to select the best possible application, at the lowest possible cost.
Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC. Integrity Wealth is a marketing name for Integrity Advisory Solutions. Jett Wealth Management is not affiliated with Integrity Wealth.
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Services
Investment Types
Insurance, Commodities, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Alternative Investments, Mutual Funds, Options & Futures
Can meet clients in the following ways
Your Office, Email, Video Conference, Our Offices, Your Home, Our Office, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®, MBA
Securities Licenses
Series 6, Series 7, Series 63, Series 66
Insurance and Annuity Licenses
Life, Variable Annuity, Variable Life, Disability, Annuity
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K-$1M
Compensation Methods
Hourly, Based on Assets, Flat Fee, Commissions
Fee % Based on Assets
1 - 1.75%
Additional Details on Charges
Fixed Index Annuities & Fixed Interest Annuities have no management charges. www.jettfinancialgroup.com
Minimum Fee Charged for Managed Accounts
$500.00
Minimum Fee Charged for Hourly Planning Accounts
$500.00
Education
Bachelor of Science - Criminal Justice
University of Texas
01/01/2003 -08/01/2006
Bachelor of Business Administration - Finance
University of Texas
11/01/2008 -06/01/2011
Master of Business Administration - Finance
University of Texas
08/012011 -12/15/2012
Chartered Mutual Fund Counselor -
College for Financial Planning
03/01/2011 -10/21/2011
Accredited Asset Management Specialist -
College for Financial Planning
01/01/2011 -10/15/2011
Chartered Financial Consultant - Financial Planning
The American College of Financial Services
01/01/2014 -08/31/2016
Certified Financial Planner - Financial Planning Certificate
The American College of Financial Services
01/01/2014 -08/31/2016
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893407/financialadvisor-Jett-Financial-Group-detailed-disclosure.html