Jesse James Pantano
Investment adviser representative at Mission Wealth Management, LP
13 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$17BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Mission Wealth Management, LPAug 2022 to now
- Citizens Securities, IncApr 2022 to Aug 2022
- Clarfeld Financial Advisors, LLCJan 2020 to Aug 2022
- Citizens BankJan 2020 to Apr 2022
- Mercer Global Advisors Inc.Apr 2018 to Jan 2020
- BlackrockApr 2017 to Apr 2018
- Blackrock Investments, LLCApr 2017 to Apr 2018
- Tdameritrade IncFeb 2009 to Apr 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4633125
- Firm CRD
- 113057