Jenna Lauryn Rogers

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

• 06/2008 → Present
  Mission Wealth Management
  Santa Barbara, CA

Other Businesses

MISSION WEALTH MANAGEMENT-YES-SANTA BARBARA CA 93101-INVESTMENT ADVISORY-CLIENT ADVISOR ASSOCIATE-01/07/2011-160/160/HRS/MO-SUPPORT CLIENT ADVISOR WITH ALL ASPECTS OF SERVICE TO CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-25

Designations

• Certified Financial Planner

Other Names

• Jenna Lauryn Carlock
• Jenna Lauryn Carlock