Jacob Mortensen
Investment adviser representative at Mission Wealth Management, LP
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Mission Wealth Management, LPMar 2025 to now
- Hightower AdvisorsOct 2023 to Jan 2025
- Trellis AdvisorsApr 2023 to Oct 2023
- HomemakerDec 2022 to Mar 2023
- Olympia Police DepartmentMar 2022 to Nov 2022
- Trellis AdvisorsMar 2021 to Mar 2022
- Triad Financial StrategiesSep 2020 to Mar 2021
- Trellis AdvisorsJun 2019 to Sep 2020
- Cheyette & Associates, IncJan 2017 to Jun 2019
- International Parking ManagementMay 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7291015
- Firm CRD
- 113057