Jesse James Pantano

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 04/2017
  Tdameritrade Inc
  Radnor, PA
• 04/2017 → 04/2018
  Blackrock
  Princeton, NJ
• 04/2017 → 04/2018
  Blackrock Investments, Llc
  Princeton, NJ
• 04/2018 → 01/2020
  Mercer Global Advisors Inc.
  New York, NY
• 01/2020 → 04/2022
  Citizens Bank
  Ft. Washington, PA
• 01/2020 → 08/2022
  Clarfeld Financial Advisors, Llc
  Tarrytown, NY
• 04/2022 → 08/2022
  Citizens Securities, Inc
  Narbeth, PA
• 08/2022 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2022-04-26 → 2022-08-02
  Citizens Securities, Inc.
  Narberth, PA
  Conshohocken, PA
• 2020-02-10 → 2022-08-02
  Citizens Private Wealth
  Tarrytown, NY
  Ft. Washington, PA
• 2018-04-06 → 2020-01-20
  Mercer Global Advisors Inc.
  New York, NY
• 2017-04-19 → 2018-04-03
  Blackrock Investment Management, Llc
  Princeton, NJ
• 2009-02-26 → 2017-04-12
  Td Ameritrade, Inc.
  Radnor, PA
• 2009-02-26 → 2017-04-12
  Td Ameritrade Investment Management, Llc
  Radnor, PA
• 2003-07-14 → 2009-02-17
  Ameriprise Financial Services, Llc
  Marlton, NJ
  West Chester, PA
  Conshohocken, PA
  Wilmington, DE
  West Chester, PA

Exams

• S66 Uniform Combined State Law Examination
  2003-04-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jesse James Pantano