Johanna A. Toman
Professional summary
Johanna Alexandria Toman, who also goes by Johanna Alexandria Morgan, is a registered financial advisor currently at JET WEALTH ADVISORS located in La Jolla, California.
Johanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Johanna has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Johanna Alexandria Toman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2026 - Present
JET WEALTH ADVISORS
Office #1: 4275 Executive Square Drive Suite 1030, La Jolla, CA 92037August 23, 2013 - April 6, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
August 23, 2013 - April 6, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 1, 2009 - September 4, 2013
MORGAN STANLEY
June 1, 2009 - September 4, 2013
MORGAN STANLEY
August 2, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
April 27, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2026)
Exams
Current Firm
JET WEALTH ADVISORS
CRD#: 333645 / SEC#: 801-135319
Contact information
SEC notice filing (2 States and Territories)
Documents
Red Flags
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