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Jenna Lauryn Rogers

Mission Wealth Management, LP

Santa Barbara, 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
TX RA APPROVED 2017-01-17
CA RA APPROVED 2010-08-26
  • TX RA
    APPROVED
    Since 2017-01-17
  • CA RA
    APPROVED
    Since 2010-08-26

Branch Locations

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • 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
Mission Wealth Management Santa Barbara CA 06/2008 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-25
  • S65 Uniform Investment Adviser Law Examination
    2010-08-25
Designations
Other Names
  • Jenna Lauryn Carlock
  • Jenna Lauryn Carlock

View on SEC IAPD

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