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“Your family legacy is determined by the actions you take today.”

Life experiences, challenges and strategies distinguish your investment style from other investors.  Because everyone is different, at Jet Wealth Advisors we want to understand your individual investment goals and priorities.

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    How do you want to take care of your FAMILY?
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    What are the retirement goals in terms of lifestyle and RECREATION?
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    How do you define PROSPERITY?
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    What legacy do you want to leave for the FUTURE?

Our team of seasoned professionals, using a full spectrum of investment choices, can help you grow your wealth to fit your life.

“Pleasure is the only thing to live for.  Nothing ages like happiness.”

About Us


OUR FIRM

We at Jet Wealth Advisors believe success is a state of mind that varies greatly from one individual to the next.  Different life experiences, your family, your friends, your education, what you value and what you give back to society makes your life successful from your own perspective.

We want to help you (our client) achieve a high level of financial success.  When you ask yourself the following questions, you can rely on us to help provide solid, experienced-base solutions.

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    How can I preserve my wealth?
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    How much money will I need to retire?
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    How can I get the most out of my 401k?
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    Should I have a traditional IRA or a Roth IRA?
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    How can I position my investments for higher potential returns while reducing risk?
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    How can I “inflation-proof” my investment income?
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    Do I need disability income insurance? Long-term care insurance?
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    How can I ensure that my children receive as much as possible from my estate?
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    What do I need to know about wills, trusts and probate?

Using our financial products and services, we want to develop a long-term relationship with you to help support your financial investment needs at every stage of life.

Insurance products offered through affiliates.  Jet Wealth Advisors and Wells Fargo Advisors Financial Network do not offer tax or legal advice.

OUR TEAM

John Toman
John P. Toman
Partner
Linkedin
  • p: 858-457-1003
  • m: 312-953-8203
  • e: john.toman@Jetwealthadvisors.com

“I strive to provide wealth management strategies, objective advice, top-level customer service and unwavering concern for the well-being of my clients.”
- John P. Toman, Partner

John Toman has 23 years of wealth management experience. Prior to founding Jet Wealth Advisors in La Jolla, California, in 2013, he was Senior Vice President for Morgan Stanley Wealth Management. He currently resides in San Diego with his wife and three boys. John loves to spend time with his family and is an avid skier and runner. John is also actively involved in many San Diego charities.

With experience in estate investment planning, executive financial services, retirement planning, wealth services and much more, John is dedicated to delivering personalized investment planning for each and every client.

John is a graduate from Southern Illinois University in Carbondale, Illinois. He currently holds registrations for Series 7 (General Securities Representative), Series 8 (General Securities Sales Supervisor), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam). John is also a member of the Financial Services Institute, a professional organization for independent financial service firms and independent financial advisors.

Johanna Toman
Johanna Toman
Registered Associate
Linkedin
  • p: 858-457-1003
  • f: 858-457-1043
  • e: Johanna.Toman@jetwealthadvisors.com

“Jet Wealth Advisors work with individuals and families, to understand their financial needs and concerns.  We work with them to develop a customized investment program that can best meet their needs.”
- Johanna Toman, Associate

Johanna Toman is a Client Advisor for Jet Wealth Advisors, a family owned firm providing wealth management and planning services to clients in the U.S. and internationally.  Through a customer centric focus, she understands the unique needs of each family and effectively develops a comprehensive plan to achieve their financial goals.  She develops financial strategies that incorporate recommended asset allocation for each stage of life, providing customized plans for education, retirement, insurance needs, estate strategies and philanthropic legacies.

Johanna began her finance career with Refco Inc. on the floor of the Chicago Board of Trade.  She became a Financial Advisor while working for Smith Barney, a division of Citigroup.  Her educational background includes NASD Series 7, 31, 63 and 65 registrations, and she has her Bachelor's degree from Colorado State University.

With the belief that each person can utilize their unique talents to improve their community, Johanna is deeply committed to working with organizations dedicated to community outreach programs for local families and residents of San Diego County.  Johanna serves as a board member for Women In Business San Diego (WIBSD) and the Del Mar Schools Education Foundation (DMSEF).  She is also actively involved with United Way of San Diego County's Women's Leadership Council (WLC), and formerly served as the Vice Chair of the Steering Committee, North County.

Johanna and her husband live in Carmel Valley and enjoy an active lifestyle with their three young sons.

Mary Beth Dewall Mary Beth Dewall
Mary Beth Dewall
Registered Senior Operations Manager
Linkedin
  • p: 858-457-1003
  • f: 858-457-1043
  • e: MaryBeth.Dewall@jetwealthadvisors.com

“Professional, personal and family oriented, are three words that I think best describes Jet Wealth Advisors.”
– Mary Beth Dewall, Registered Senior Operations Manager

Mary Beth has worked in finance for more than 19 years and has worked for Jet Wealth Advisors since its inception date in 2013. Prior to working at Jet Wealth, she worked with John Toman at Morgan Stanley in Chicago. She currently holds registrations for Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Exam).

Mary Beth lives in La Jolla with her dog Lola. In her free time she loves to sail, spend time with friends, play with her dog Lola, eat out being a true gourmand, and go to the movies (especially comedies).

Jackie Gutierrez John Toman
Jackie Gutierrez
Administrative Assistant
Linkedin
  • p: 858-457-1003
  • f: 858-457-1043
  • e: Jackie.Gutierrez@jetwealthadvisors.com

“We believe in providing the best service to help our clients reach their financial goals, in a rewarding and uncomplicated manner.”
–Jacqueline Gutierrez, Administrative Assistant

Jackie is a graduate from Humboldt State University, Arcata, California. She has been working in administrative and project management field for the past 20 years, as well as running her own music studio for the past 15 years.

Jackie resides with her son, husband and Rottweiler dog in San Diego. Her past times are teaching, writing and performing music. She is an active member of American Orff-Schulwerk Association (child centered way of learning music education).

OUR LOCATIONS

MAIN OFFICE

La Jolla, California
  • 4275 Executive Square Suite 1030
  • La Jolla, CA 92037
  • Phone: 858-457-1003
  • Fax: 858-457-1043
  • Website: jetwealthadvisors.com
SATELLITE OFFICE

Scottsdale, Arizona
  • 8737 E. Via De Commercio, #100
  • Scottsdale, AZ 85258

*By Appointment/office of convenience.

 

“Start with big dreams and make life worth living.”

Our Services


Wealth management is very straightforward. From the affluent individual’s perspective, wealth management is simply the science of solving/enhancing his or her financial situation. From the financial advisor’s perspective, wealth management is the ability of an advisor or advisory team to deliver a full range of financial services and products to an affluent client on a consultative basis. This includes financial and investment advice, professional portfolio management, retirement planning, access to lending services offered through affiliates, and estate planning strategies. Our team takes a holistic approach, in which we evaluate the individuals financial and life situation, and coordinate all the services needed to help manage that individual’s money, as well as plan for the future needs of their family.

In the simplest sense, retirement planning is preparing for life after salaried work ends, not just financially but in all aspects of life. The non-financial aspects include lifestyle choice, such as how to spend time in retirement, where to live, when to completely quit working, etc. We work with you to determine retirement income goals and take the necessary actions and decisions to help achieve these goals. We will assist in establishing and maintaining budgets and plans that include, but are not limited to, 401k, IRA, SEP IRA, and life insurance.

Estate planning is the act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one's estate.  While an estate plan can't pass on your memories and experiences, it can help you pass on your assets in a way that reflects your values, dreams and the full life you lived. Estate planning can also help you take care of your family should you no longer be able to do so.

Basic goals of estate planning can help you:

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    Protect your assets against the high costs of long-term care.
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    Manage your financial and legal affairs if you become disabled.
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    Express your wishes with regards to medical care, and designate an individual to make medical decisions for you if you are incapacitated.
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    Provide for your family if you become disabled or die.
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    Minimize delays and frustrations of estate settlement.
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    Help your family avoid unnecessary estate tax liability.
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    Leave an endowment to a charity.
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    Control the distribution of your assets.

Jet Wealth Advisors and Wells Fargo Advisors Financial Network is not a tax or legal advisor.

Like many individuals, you want to help make the world a better place, and create a legacy that reflects your personal values, beliefs and convictions. It is more than charitable giving, which is intended to provide relief to a situation. Philanthropy is a long-term activity, aimed at getting to the root causes of a problem to have a lasting impact.

We’ll help you put a philanthropic structure in place to create a lasting legacy that can make a difference in your community.

“A good financial plan is a road map that shows us exactly how choices today will affect our future.”

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