Tomas Erik Jansson
Investment adviser representative at Innovest Portfolio Solutions LLC
14 yearsExperience
3 statesRegistered in
$0Firm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Innovest Portfolio Solutions LLCJul 2023 to now
- First Republic Securities Company, LLCJan 2022 to now
- First Republic Investment Management, IncAug 2019 to now
- Newport Group Consulting, LLCMar 2017 to Jul 2019
- Newport Group, Inc.Mar 2017 to Jul 2019
- Interserv, LLCJul 2014 to Mar 2017
- Verisight, Inc.Dec 2012 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, CO).
Innovest Portfolio Solutions LLC
$0Assets managed
467Clients
23Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4456213
- Firm CRD
- 106110