Investment adviser representative · Jet Wealth Advisors
Johanna A. Toman
CRD 5120277 · La Jolla, CA
At a glance
Johanna A. Toman is an investment adviser representative with Jet Wealth Advisors in La Jolla, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Johanna’s SEC record dates to 2007, about 19 years ago.
Current advisory firm
- Jet Wealth AdvisorsSince April 2026La Jolla, CA · $547M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Johanna’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Jet Wealth Advisors
- Gabriela De Quadros RibasLa Jolla
- Renee HalschLa Jolla
- Michael D. HessionLa Jolla
- John P. Toman Jr.La Jolla
- Jeffrey L. WaltersLa Jolla
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