Jorie
Pitt
Mission Wealth Management, Lp
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About this Advisor
Jorie Pitt is a certified financial planner working out of Saint Charles, Illinois, who has 3 years of industry experience. Pitt currently works for Mission Wealth Management, Lp. Their career trajectory has included roles at Ahc Advisors, Inc and Mission Wealth Management, Lp. Pitt maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in California and Illinois. Mission Wealth Management, Lp is a business headquartered in Santa Barbara, CA. The firm has offices in 25 locations and a total of 87 advisors. It has $5 billion in assets under management between its 7,755 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 22 charities and foundations. Of its 7,755 customer accounts, 67% are held by high-net-worth individuals who have at least $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 advisory fee schedules usually are based on the services provided. Fee types charged by Mission Wealth Management, Lp likely include some 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
Jorie Pitt Work History
Jorie has been registered as a financial advisor for 3 years.*
Mission Wealth Management, Lp
Ahc Advisors, 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 Jorie Pitt 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
Los Angeles, CA
Santa Barbara, CA
Santa Barbara, CA
Austin, TX
Greensboro, NC
Santa Barbara, CA
Santa Barbara, CA
Houston, TX
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.
