Tomas Jansson is a registered investment advisor at Innovest Portfolio Solutions LLC, based in Alameda, CA, with 20 years of industry experience. Tomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 467 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovest offers a Friends and Family Investment Program for individuals and nonprofits. Clients complete a questionnaire, and Innovest recommends a portfolio from its model portfolios, which invest in mutual funds and exchange-traded funds. Fees are custom and can be either a percentage of assets or a fixed fee.
Location
2239 Harbor Bay Pkwy, Alameda, CA, 94502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Innovest Portfolio Solutions LLC
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Newport Group Consulting, LLC
Advisory Consulting Group LLC
Capital Analysts, IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kirlin Securities INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.