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JT

John P. Toman

JET WEALTH ADVISORS
LA JOLLA, CA 92037
Some features on this profile are disabled
CRD#: 2386327
JT

Professional summary

John Philip Toman JR is a registered financial advisor currently at JET WEALTH ADVISORS located in La Jolla, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 John Philip Toman JR'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

August 23, 2013 - April 16, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
SAN DIEGO, CA
Past

August 23, 2013 - April 16, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
LA JOLLA, CA
Past

June 1, 2009 - September 4, 2013

MORGAN STANLEY

RIA
CRD#: 149777
SAN DIEGO, CA
Past

June 1, 2009 - September 4, 2013

MORGAN STANLEY

BD
CRD#: 149777
SAN DIEGO, CA
Past

February 9, 1998 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CHICAGO, IL
Past

June 8, 1995 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHICAGO, IL
Past

August 30, 1993 - May 25, 1995

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
NEW YORK, NY

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
IAR
Series 65
Date: 11/3/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/4/1993
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 31
Date: 2/23/1996
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/28/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/10/1995
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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