Johanna Toman has been an investment adviser representative at Jet Wealth Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
Jet Wealth Advisors is a La Jolla, CA firm with $547M under management, 556 clients and 6 advisers across 2 offices, as of its June 2026 filing.
Johanna Toman’s longest registration was 12 years at Wells Fargo Advisors (2013–2026). Before joining Jet Wealth Advisors in 2026, Johanna Toman was registered through Wells Fargo Advisors and Morgan Stanley.
- Jet Wealth AdvisorsCurrent– present · under a yearLa Jolla, CA · Adviser representative · Firm CRD 333645
- Wells Fargo Advisors– · 12 yearsLa Jolla, CA · Adviser representative · Firm CRD 11025
- Morgan Stanley– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 1 yearChicago, IL · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Johanna Toman is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 8 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 28 March 2009 |
| Series 66 | Uniform Combined State Law Examination | 27 July 2007 |
| Series 7 | General Securities Representative Examination | 26 April 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Johanna Alexandria Toman
- CRD
- 5120277
- Firm
- Jet Wealth Advisors · CRD 333645
- Office
- 4275 EXECUTIVE SQUARE DRIVE, SUITE 1030, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Johanna Toman work?
Johanna Toman is an investment adviser representative registered through Jet Wealth Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Johanna Toman a financial advisor?
Yes. Johanna Toman has a current investment-adviser registration in California, through Jet Wealth Advisors since April 2026.
How many years of experience does Johanna Toman have?
Johanna Toman has 19 years in the financial industry, since April 2007, across 4 adviser firms.
What exams has Johanna Toman passed?
Johanna Toman has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in April 2007. FINRA credited Johanna Toman with the SIE, which began in October 2018.
Where did Johanna Toman work before Jet Wealth Advisors?
Before Jet Wealth Advisors, Johanna Toman was registered through Wells Fargo Advisors, August 2013 to April 2026; Morgan Stanley, June 2009 to September 2013; Citigroup Global Markets Inc., August 2007 to June 2009.
Where is Johanna Toman based?
Johanna Toman’s registered office is in La Jolla, CA.
Is Johanna Toman registered with FINRA?
No. Johanna Toman has no current broker registration.
How can I verify Johanna Toman’s record?
Search CRD 5120277 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Johanna Toman’s full registration record.
- Matthew MurrayChief Compliance Officer
John TomanPartner