John Toman Email & Phone Number

For 30+ years I have assisted clients reviewing and addressing their financial needs as well as developing strategies by focusing on each client's specific situation. With my 30+ years of experience, I have dedicated my career to delivering personalized investment planning to each and every client relationship. In working with high-net-worth individuals, families, and business owners I strive to provide integrated wealth management solutions as well as objective advice, top-level customer service, and unwavering concern for the well-being of my clients. These are the core principles of my service model.I currently hold the series 7, 63 and 65 registrations. I was born in Chicago, Illinois, studied at Southern Illinois University in Carbondale, IL, and relocated my family to San Diego, California in 2011.I encourage you to visit my website @ https://www.jetwealthadvisors.com/ for information about my practice and the services I provide. The highest compliment I can receive are referrals and I welcome all inquiries in becoming a client of Jet Wealth Advisors.Jet Wealth Advisors is located at 4275 Executive Square, Suite 1030 in La Jolla, CA. 92037. My direct phone is (858) 457-1003. My hours of operation are Monday - Friday 6:30am to 4:00pm PST. You may also email me at john.toman@jetwealthadvisors.comThis information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, and WY only.CA Insurance License Number: 0C00940. Resident state [CA]/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Investments, Mutual Funds, Retirement Planning, Finance, and 20 others.

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  Southern Illinois University, Carbondale