Tomas Jansson, financial advisor Walnut Creek CA
93 score

Tomas Jansson

CRD Number: 4456213
Current Firm: Newport Group Consulting, LLC

Tomas Jansson (CRD# 4456213) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Walnut Creek, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Newport Group Consulting, LLC Lake Mary, FL Mar 2017 - Current 1
Newport Group, Inc. Walnut Creek, CA Mar 2017 - Current 1
Interserv, LLC Mobile, AL Jul 2014 - Mar 2017 2
Verisight, Inc. Walnut Creek, CA Dec 2012 - Mar 2017 4
Advisory Consulting Group LLC Folsom, CA Nov 2006 - Dec 2012 6
Pension Specialists Oakland, CA Jul 2005 - Dec 2012 7
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: 407-333-2905
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    990
    MILLIONS
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $8,533,269
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, CA, FL, IL, KS, MA, MD, MO, NC, OH, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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