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RIA / WealthAdvisor22 years in industry

TOMAS ERIK JANSSON

Advisor at INNOVEST PORTFOLIO SOLUTIONS LLC

DENVER, CO | Alameda, CA

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Search this name across graphsid dfx:ria:c55e1a4c-b4a7-0a02-5597-afcca548b6ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 4, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INNOVEST PORTFOLIO SOLUTIONS LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Dec 13, 2003
First registration: Feb 4, 2004
Dual registered: no
Other names: TOMAS E JANSSON
IAPD individual key: 4456213

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INNOVEST PORTFOLIO SOLUTIONS LLC	No RAUM reported	Oct 31, 2023	n/a	yes	Alameda, CA\|DENVER, CO	Current employment
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Aug 26, 2019	Apr 17, 2023	no	San Francisco, CA	Previous registration
NEWPORT GROUP CONSULTING, LLC	Institutional manager	Jul 22, 2014	Jul 24, 2019	no	LAKE MARY, FL\|Walnut Creek, CA\|LAKE MARY, FL	Previous registration
ADVISORY CONSULTING GROUP LLC	Former SEC adviser	Jan 3, 2007	Dec 31, 2012	no	ALAMEDA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 4, 2004	Jul 8, 2005	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	INNOVEST PORTFOLIO SOLUTIONS LLC	Apr 17, 2023	Oct 31, 2023	197	Firm change	Other
NEWPORT GROUP CONSULTING, LLC	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Jul 24, 2019	Aug 26, 2019	33	Firm change	Other
ADVISORY CONSULTING GROUP LLC	NEWPORT GROUP CONSULTING, LLC	Dec 31, 2012	Jul 22, 2014	568	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ADVISORY CONSULTING GROUP LLC	Jul 8, 2005	Jan 3, 2007	544	Firm change after gap	Other

Relationships

Registered with (5)

→ INNOVEST PORTFOLIO SOLUTIONS LLCRegistered adviserregistration: current employment
Oct 31, 2023 to presentfactForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Aug 26, 2019 to Apr 17, 2023factForm ADV
→ NEWPORT GROUP CONSULTING, LLCRegistered adviserregistration: previous registration
Jul 22, 2014 to Jul 24, 2019factForm ADV
→ ADVISORY CONSULTING GROUP LLCRegistered adviserregistration: previous registration
Jan 3, 2007 to Dec 31, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 4, 2004 to Jul 8, 2005factForm ADV

Dated events

Occurred
Apr 17, 2023
Advisor changed firm
Tomas Erik Jansson left J.P. Morgan Private Wealth Advisors Llc for Innovest Portfolio Solutions Llc (registered 2023-10-31)
Form ADVobserved 4 days ago