Tomas E. Jansson

INNOVEST PORTFOLIO SOLUTIONS LLC

Alameda, CA 94502

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CRD#: 4456213

Professional summary

Tomas Erik Jansson, who also goes by Tomas E Jansson, is a registered financial advisor currently at INNOVEST PORTFOLIO SOLUTIONS LLC located in Alameda, California.

Tomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Tomas has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tomas E Jansson

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 Tomas Erik Jansson'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

October 31, 2023 - Present

INNOVEST PORTFOLIO SOLUTIONS LLC

Office #1: 2239 Harbor Bay Pkwy, Alameda, CA 94502

RIA

CRD#: 106110

Alameda, CA

Past

September 9, 2020 - April 17, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

SAN FRANCISCO, CA

Past

August 26, 2019 - April 17, 2023

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

San Francisco, CA

Past

July 22, 2014 - July 24, 2019

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

Walnut Creek, CA

Past

January 3, 2007 - December 31, 2012

ADVISORY CONSULTING GROUP LLC

RIA

CRD#: 142666

WALNUT CREEK, CA

Past

January 30, 2006 - December 12, 2006

CINCINNATI ANALYSTS, INC.

CRD#: 5478

OAKLAND, CA

Past

February 4, 2004 - July 8, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN FRANCISCO, CA

Past

October 17, 2003 - July 8, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 4, 2002 - August 13, 2002

KIRLIN SECURITIES INC.

CRD#: 21210

SYOSSET, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INNOVEST PORTFOLIO SOLUTIONS LLC

CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA

Registered Investment Advisory firm - (3/19/1996 Approved)

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

Arizona
(9/12/2024)

IAR

California
(10/31/2023)

IAR

Colorado
(11/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/14/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/13/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/9/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/1/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/13/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/1/2002

General Securities Representative Examination

Current Firm

INNOVEST PORTFOLIO SOLUTIONS LLC

CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA

Registered Investment Advisory firm - (3/19/1996 Approved)

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Contact information

Main Address

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237

Mailing Address

Phone number

(303) 694-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INNOVEST PORTFOLIO SOLUTIONS LLC (8/25/2025)

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/31/2025	Cover Page	Report
03/19/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Tomas E. Jansson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tomas Erik Jansson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST REPUBLIC SECURITIES COMPANY, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

NEWPORT GROUP CONSULTING, LLC

ADVISORY CONSULTING GROUP LLC

CINCINNATI ANALYSTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KIRLIN SECURITIES INC.

Primary Firm SEC Registration

INNOVEST PORTFOLIO SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/14/2022

Series 65

Date: 12/13/2003

Series 7TO

Date: 9/9/2020

SIE

Date: 2/1/2020

Series 31

Date: 1/13/2005

Series 7

Date: 2/1/2002

Current Firm

INNOVEST PORTFOLIO SOLUTIONS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Accountant surprise examination report

Red Flags

Company Information

INNOVEST PORTFOLIO SOLUTIONS LLC

TRUST BUT VERIFY

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