Amanda Jane Avila

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Mission Wealth Management, LPJan 2026 to now
2. Goldman Sachs & Co. LLCJun 2025 to Dec 2025
3. UnemployedDec 2024 to May 2025
4. The George Washington UniversityAug 2024 to Dec 2024
5. Goldman Sachs & Co. LLCJun 2024 to Aug 2024
6. The George Washington UniversityAug 2023 to May 2024
7. Mission Wealth Management LPMay 2023 to Aug 2023
8. The George Washington UniversityAug 2022 to May 2023
9. Nasif, Hicks, Harris, and Co. LLPMay 2022 to Aug 2022
10. The George Washington UniversityAug 2021 to May 2022
11. Shoreline Beach CafeApr 2021 to Aug 2021
12. San Marcos HighschoolAug 2020 to May 2021
13. UnemployedJun 2020 to Aug 2020
14. San Marcos HighschoolAug 2019 to Jun 2020
15. UnemployedJun 2019 to Aug 2019
16. San Marcos HighschoolAug 2018 to Jun 2019
17. Tropicana Student LivingJun 2018 to Aug 2018
18. San Marcos HighschoolAug 2017 to Jun 2018
19. UnemployedJun 2017 to Aug 2017
20. La Colina Jr. HighAug 2016 to Jun 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law2025
• Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (DC).

Mission Wealth Management, LP

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

7941811

Firm CRD

113057