Joyce Lea Franklin

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

• 06/1999 → 10/2024
  Jlfranklin Wealth Planning
  San Rafael, CA
• 10/2024 → Present
  Mission Wealth Lp
  Santa Baraba, CA

Previous Registrations

• 2020-02-13 → 2024-12-31
  Jlfranklin Wealth Planning
  San Rafael, CA
  San Rafael, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-30

Designations

• Certified Financial Planner