Jesse
Pantano
Mission Wealth Management, Lp
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About this Advisor
Jesse Pantano is a certified financial planner and chartered financial analyst working in Santa Barbara, California with 1 year of relevant experience. Pantano is an employee of Mission Wealth Management, Lp. Throughout their career, Pantano has worked at Tdameritrade Inc, Blackrock, Blackrock Investments, LLC, Mercer Global Advisors Inc, Citizens Bank, Clarfeld Financial Advisors, LLC, Citizens Securities, Inc and Mission Wealth Management, Lp. Pantano holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Mission Wealth Management, Lp is an advisory company operating out of Santa Barbara, CA. It has offices in 25 locations and a total of 87 financial advisors. It has $5 billion in assets between its 7,755 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 7,755 client accounts, 67% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Mission Wealth Management, Lp provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees depend on which service is provided. Fees charged by Mission Wealth Management, Lp likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mission Wealth Management, Lp Brokerage Details
$4,975,561,347
87
7,755
$641,594
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jesse Pantano Work History
Jesse has been registered as a financial advisor for 1 years.*
Mission Wealth Management, Lp
Citizens Securities, Inc
Citizens Bank
Clarfeld Financial Advisors, LLC
Mercer Global Advisors Inc
Blackrock
Blackrock Investments, LLC
Tdameritrade Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jesse Pantano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mission Wealth Management, Lp
Greensboro, NC
Santa Barbara, CA
Santa Barbara, CA
Los Angeles, CA
Houston, TX
Austin, TX
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
