Tomas Erik Jansson

Innovest Portfolio Solutions LLC

19 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Innovest Portfolio Solutions LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

439 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Location

2239 Harbor Bay Pkwy, Alameda, CA, 94502

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Innovest Portfolio Solutions LLC

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

First Republic Securities Company, LLCBroker

September 2020 - April 2023 · 2 yrs 7 mos

First Republic Investment Management, INC.

August 2019 - April 2023 · 3 yrs 8 mos

Newport Group Consulting, LLC

July 2014 - July 2019 · 5 yrs

Advisory Consulting Group LLC

January 2007 - December 2012 · 5 yrs 11 mos

Capital Analysts, IncorporatedBroker

January 2006 - December 2006 · 11 mos

Merrill Lynch Pierce Fenner & Smith INC.

February 2004 - July 2005 · 1 yr 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 2003 - July 2005 · 1 yr 9 mos

Kirlin Securities INC.Broker

February 2002 - August 2002 · 6 mos

State Registrations3 states

AZCACO

Advisor

Exams

No exam information available for this advisor.