Jonathan Laurence Demoss

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

• 01/2015 → 08/2018
  Invesco Distributors, Inc.
  Houston, TX
• 01/2015 → 08/2018
  Invesco Advisers, Inc.
  Atlanta, GA
• 09/2018 → 01/2020
  Innovator Capital Management, Llc
  Wheaton, IL
• 09/2018 → 01/2020
  Foreside Fund Services, Llc
  Wheaton, IL
• 01/2020 → 05/2024
  Advance Capital Management, Inc.
  Lisle, IL
• 05/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2020-03-02 → 2024-05-08
  Advance Capital Management Inc
  Southfield, MI
  Lisle, IL
• 2015-02-03 → 2018-09-05
  Invesco Advisers, Inc.
  Downers Grove, IL
  Atlanta, GA
• 2014-12-08 → 2014-12-23
  Edward Jones
  Elburn, IL
  Maryland Heights, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-12-05

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jon L Demoss
• Jonathan Demoss