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Inactive

Vernon James Kaleo Okalani Fernandez

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
CA RA APPROVED 2026-01-21
  • CA RA
    APPROVED
    Since 2026-01-21

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
Proservice Hawaii Honolulu HI 12/2024 06/2025
Mission Wealth Management, Lp Santa Barbara CA 10/2025 Present
Renoster Austin TX 07/2024 12/2024
Watershed San Francisco CA 09/2022 06/2024
Attentive Hoboken NJ 03/2021 09/2022
Harbor High School Santa Cruz CA 10/2015 06/2017
Uc Berkeley Berkeley CA 08/2017 12/2020
Unemployed San Francisco CA 07/2025 09/2025
Unemployed Berkeley CA 01/2021 02/2021
  • 12/2024 → 06/2025
    Proservice Hawaii
    Honolulu, HI
  • 10/2025 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 07/2024 → 12/2024
    Renoster
    Austin, TX
  • 09/2022 → 06/2024
    Watershed
    San Francisco, CA
  • 03/2021 → 09/2022
    Attentive
    Hoboken, NJ
  • 10/2015 → 06/2017
    Harbor High School
    Santa Cruz, CA
  • 08/2017 → 12/2020
    Uc Berkeley
    Berkeley, CA
  • 07/2025 → 09/2025
    Unemployed
    San Francisco, CA
  • 01/2021 → 02/2021
    Unemployed
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20
Other Names
  • Kaleo Fernandez

View on SEC IAPD

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PLANMEMBER SECURITIES CORPORATION

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MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

More in Santa Barbara, CA

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