John Toman has been Partner of Jet Wealth Advisors since August 2013, is a control person of the firm and directly owns 75% or more of it.
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.
John P. Toman is Founder and Partner of JET Wealth Advisors. He has more than 30 years of experience advising individuals, families and business owners and previously served as Senior Vice President at Morgan Stanley Wealth Management before founding the firm in La Jolla. He works with clients on investment management, estate planning, tax-aware strategies and liability management.
John Toman’s longest registration was 12 years at Wells Fargo Advisors (2013–2026). Before joining Jet Wealth Advisors in 2026, John 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 yearsSan Diego, CA · Adviser representative · Firm CRD 11025
- Morgan Stanley– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 11 yearsChicago, IL · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
John Toman is registered as an investment adviser representative in 2 states. The first approvals date from April 2026; the most recent is Texas, in June 2026.
- CaliforniaSince 7 April 2026
- TexasSince 25 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 1997 |
| Series 31 | Futures Managed Funds Examination | 23 February 1996 |
| Series 24 | General Securities Principal Examination | 10 January 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 September 1993 |
| Series 7 | General Securities Representative Examination | 28 August 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Philip Toman
- CRD
- 2386327
- Firm
- Jet Wealth Advisors · CRD 333645
- Role
- Partner
- Office
- 4275 EXECUTIVE SQUARE DRIVE, SUITE 1030, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- September 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jetwealthadvisors.com
Where does John Toman work?
John Toman has been Partner of Jet Wealth Advisors since August 2013, and is a control person of the firm.
Is John Toman a financial advisor?
Yes. John Toman has a current investment-adviser registration in California and Texas, through Jet Wealth Advisors since April 2026.
How many years of experience does John Toman have?
John Toman has 33 years in the financial industry, since September 1993, across 4 adviser firms.
What exams has John Toman passed?
John Toman has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 31 and Series 65. The earliest, the Series 7, was passed in August 1993. FINRA credited John Toman with the SIE, which began in October 2018.
Where did John Toman work before Jet Wealth Advisors?
Before Jet Wealth Advisors, John Toman was registered through Morgan Stanley, June 2009 to September 2013; Citigroup Global Markets Inc., February 1998 to June 2009.
Where is John Toman based?
John Toman’s registered office is in La Jolla, CA.
Is John Toman registered with FINRA?
No. John Toman has no current broker registration.
How can I verify John Toman’s record?
Search CRD 2386327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Toman’s full registration record.
- Matthew MurrayChief Compliance Officer