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Jesse James Pantano

Mission Wealth Management, LP

Santa Barbara, CA

North Miami, FL

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Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-09-15
  • FL RA
    APPROVED
    Since 2022-09-15

Branch Locations

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

North Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tdameritrade Inc Radnor PA 02/2009 04/2017
Blackrock Princeton NJ 04/2017 04/2018
Blackrock Investments, Llc Princeton NJ 04/2017 04/2018
Mercer Global Advisors Inc. New York NY 04/2018 01/2020
Citizens Bank Ft. Washington PA 01/2020 04/2022
Clarfeld Financial Advisors, Llc Tarrytown NY 01/2020 08/2022
Citizens Securities, Inc Narbeth PA 04/2022 08/2022
Mission Wealth Management, Lp Santa Barbara CA 08/2022 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-18
  • S66 Uniform Combined State Law Examination
    2003-04-18
Designations
Other Names
  • Jesse James Pantano

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CERITY PARTNERS LLC
J.P. MORGAN SECURITIES LLC
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
KINGSWOOD WEALTH ADVISORS, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION

Other Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON
John Spruill
MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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