Tomas Erik Jansson

Employer firm

Innovest Portfolio Solutions LLC CRD 106110

467 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 03/2017
  Interserv, Llc
  Mobile, AL
• 12/2012 → 03/2017
  Verisight, Inc.
  Walnut Creek, CA
• 03/2017 → 07/2019
  Newport Group, Inc.
  Walnut Creek, CA
• 03/2017 → 07/2019
  Newport Group Consulting, Llc
  Lake Mary, FL
• 08/2019 → Present
  First Republic Investment Management, Inc
  San Francisco, CA
• 01/2022 → Present
  First Republic Securities Company, Llc
  San Francisco, CA
• 07/2023 → Present
  Innovest Portfolio Solutions Llc
  Denver, CO

Previous Registrations

• 2019-08-26 → 2023-04-17
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2014-07-22 → 2019-07-24
  Newport Group Consulting, Llc
  Lake Mary, FL
  Walnut Creek, CA
  Lake Mary, FL
• 2007-01-03 → 2012-12-31
  Advisory Consulting Group Llc
  Alameda, CA
• 2004-02-04 → 2005-07-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-14
• S65 Uniform Investment Adviser Law Examination
  2003-12-13

Other Names

• Tomas E Jansson