Johanna Toman is a registered investment advisor at Wells Fargo Advisors, based in La Jolla, CA, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4275 Executive Sq, Ste 1030, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Johanna works as a substitute teacher for North County Coastal Substitute Consortium and teaches yoga at Y6 YogaSix, Play Purposefully, and Harmonic Flow Co. Johanna also owns rental property with her spouse, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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