Jessica Briann Mora

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

• 06/2017 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA
• 07/2014 → 04/2017
  Kaye Capital Management
  Los Angeles, CA
• 02/2009 → 04/2017
  Student
  Santa Barbara, CA

Other Businesses

Excelta Corporation. Not investment related. 60 Easy Street, Buellton, CA 93427. Business = manufacturing. Position = minority shareholder. Start date = 1991. Hours/month = 0. Duties = none.

Designations

• Certified Financial Planner