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John Tomasek

Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Edward JonesAug 2026 to now
  2. Edward JonesAug 2024 to Apr 2025
  3. UnemployedApr 2024 to Aug 2026
  4. Ati Physical TherapyMar 2022 to Jan 2024
  5. Tst ToolingDec 2021 to Feb 2022
  6. Edward JonesJun 2021 to Sep 2021
  7. Bio Delivery SciencesDec 2019 to Apr 2021
  8. UnemployedApr 2019 to Dec 2019
  9. Milwaukee ToolJun 2014 to Mar 2019
  10. Tech Tronic IndustriesJun 2014 to Mar 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MI).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
7395330
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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