Jose
Monreal
Mission Wealth Management, Lp
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About this Advisor
Jose Monreal is a certified financial planner operating in Austin, Texas who has 2 years of industry experience. Monreal works at Mission Wealth Management, Lp. During their career, Monreal has held roles at Pruco Securities, LLC, Buffalo Wild Wings, The Press Democrat, The Prudential Insurance Company Of America and Mission Wealth Management, Lp. Monreal has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Mission Wealth Management, Lp is a financial advisory firm based out of Santa Barbara, CA. The investment advisory business has offices in 25 locations and a total of 87 employees. It controls $5 billion in total assets across its 7,755 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 7,755 client accounts, 67% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number of services, such as 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Mission Wealth Management, Lp may 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
Jose Monreal Work History
Jose has been registered as a financial advisor for 2 years.*
Mission Wealth Management, Lp
Pruco Securities, LLC
Buffalo Wild Wings
The Prudential Insurance Company Of America
Buffalo Wild Wings
The Press Democrat
*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 Jose Monreal 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
Santa Barbara, CA
Houston, TX
Greensboro, NC
Santa Barbara, CA
Austin, TX
Los Angeles, CA
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.
