Sarah Jane Hamilton

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

• 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

• 2020-08-19 → 2025-09-09
  Hamilton Walker Advisers
  San Francisco, CA
• 2018-07-13 → 2020-07-13
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-10-19 → 2018-07-13
  Strategic Advisers Llc
  Walnut Creek, CA
  Mountain View, CA
• 2005-11-21 → 2009-07-23
  Ameriprise Financial Services, Llc
  Walnut Creek, CA
• 2005-01-01 → 2005-10-08
  Ameriprise Financial Services, Llc
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-12-15

Designations

• Certified Financial Planner