Jeffrey Allen Fisher

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

• 09/2025 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA
• 06/2024 → 08/2024
  Goldman Sachs
  New York City, NY
• 09/2021 → 06/2025
  Indiana University
  Bloomington, IN
• 08/2020 → 03/2021
  Dick's Sporting Goods
  Glenview, IL
• 05/2023 → 08/2023
  Mako Metals
  Bloomington, IN
• 08/2015 → 08/2020
  Unemployed / Student
  Park Ridge, IL
• 03/2021 → 05/2023
  Unemployed / Student
  Bloomington, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-15