Tomas Jansson, financial advisor Mobile AL
93 score

Tomas Jansson

CRD Number: 4456213
Current Firm: Interserv, LLC

Tomas Jansson (CRD# 4456213) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Interserv, LLC Mobile, AL Jul 2014 - Current 2
Verisight, Inc. Walnut Creek, CA Dec 2012 - Current 4
Advisory Consulting Group LLC Folsom, CA Nov 2006 - Dec 2012 6
Pension Specialists Oakland, CA Jul 2005 - Dec 2012 7
Capital Analysts Inc. Radnor, PA Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Tomas E. Jansson
Phone Number: 251-662-2516
Registered State(s):
  • AL
  • CA
  • KS
  • MO
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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