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Sarah Jane Hamilton

Mission Wealth Management, LP

Walnut Creek, CA

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-13
  • CA RA
    APPROVED
    Since 2026-04-13

Branch Locations

1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • 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
Fidelity Investments Walnut Creek CA 07/2010 07/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2020
Hamilton Walker Advisers Llc San Francisco CA 07/2020 08/2025
Mission Wealth Management, Lp Santa Barbara CA 08/2025 Present
  • 07/2010 → 07/2020
    Fidelity Investments
    Walnut Creek, CA
  • 07/2018 → 07/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2020 → 08/2025
    Hamilton Walker Advisers Llc
    San Francisco, CA
  • 08/2025 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-15
  • S66 Uniform Combined State Law Examination
    2004-12-15
Designations

View on SEC IAPD

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OSAIC WEALTH, INC.

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Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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