Inactive

Jared Andrew Sweeney

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

Authority	Category	Status	Date
MA	RA	APPROVED	2023-01-31

MA RA
APPROVED

Since 2023-01-31

Branch Locations

Walpole, MA • United States

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

Organization	City	State	From	To
Prw Wealth Management Llc	Quincy	MA	04/2018	09/2022
Lion Street Financial, Llc	Quincy	MA	05/2018	09/2022
Contravisory Investment Management, Inc.	Norwell	MA	07/2016	09/2017
Unemployed	Walpole	MA	09/2017	04/2018
Mission Wealth Management, Lp	Santa Barbara	CA	09/2022	Present

04/2018 → 09/2022

Prw Wealth Management Llc

Quincy, MA
05/2018 → 09/2022

Lion Street Financial, Llc

Quincy, MA
07/2016 → 09/2017

Contravisory Investment Management, Inc.

Norwell, MA
09/2017 → 04/2018

Unemployed

Walpole, MA
09/2022 → Present

Mission Wealth Management, Lp

Santa Barbara, CA

Previous Registrations

2018-06-11 → 2022-11-07

Prw Wealth Management Llc

Quincy, MA
2016-07-27 → 2017-09-11

Contravisory Investment Management, Inc.

Norwell, MA
2014-03-20 → 2016-08-12

Morgan Stanley

Boston, MA
2012-10-01 → 2014-02-25

J.P. Morgan Securities Llc

New York, NY
2010-07-08 → 2012-10-01

Chase Investment Services Corp.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-01-15

S66 Uniform Combined State Law Examination

2010-01-15

Designations

View on SEC IAPD

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