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Jose Alejandro Latorre

Mission Wealth Management, LP

Austin, TX

CRD 7983297

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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:

Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-09
  • TX RA
    APPROVED
    Since 2024-09-09

Branch Locations

901 S Mopac Expy Suite 250, Austin, TX 78746 • 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
Rollins College Winter Park FL 08/2014 05/2018
Heydary Group Debary FL 07/2018 07/2019
Student Coral Gables FL 08/2019 06/2021
Ceera Investments Llc Bellaire TX 08/2021 01/2024
Cfa Institute Katy TX 01/2024 08/2024
Mission Wealth Management, Lp Santa Barbara CA 09/2024 Present
  • 08/2014 → 05/2018
    Rollins College
    Winter Park, FL
  • 07/2018 → 07/2019
    Heydary Group
    Debary, FL
  • 08/2019 → 06/2021
    Student
    Coral Gables, FL
  • 08/2021 → 01/2024
    Ceera Investments Llc
    Bellaire, TX
  • 01/2024 → 08/2024
    Cfa Institute
    Katy, TX
  • 09/2024 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-03
  • S65 Uniform Investment Adviser Law Examination
    2024-09-03

View on SEC IAPD

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EVERLONG FINANCIAL
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Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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