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Inactive

Jeffrey Allen Fisher

Mission Wealth Management, LP

Lisle, IL

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-15
  • IL RA
    APPROVED
    Since 2025-12-15

Branch Locations

2441 Warrenville Road, Lisle, IL 60532 • 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
Mission Wealth Management, Lp Santa Barbara CA 09/2025 Present
Goldman Sachs New York City NY 06/2024 08/2024
Indiana University Bloomington IN 09/2021 06/2025
Dick's Sporting Goods Glenview IL 08/2020 03/2021
Mako Metals Bloomington IN 05/2023 08/2023
Unemployed / Student Park Ridge IL 08/2015 08/2020
Unemployed / Student Bloomington IN 03/2021 05/2023
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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JACOB ROBERT JOHNSTON
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Scott Nicklaus Sible
James Topping
Jonah Marcus Beauduy

Other Offices

ADVISORS ASSET MANAGEMENT, INC. · LISLE, IL
ADVYZON INVESTMENT MANAGEMENT, LLC · LISLE, IL
LPL FINANCIAL LLC · LISLE, IL
BLACKWATCH FINANCIAL GROUP, LLC · LISLE, IL
ON INVESTMENT MANAGEMENT CO · Lisle, IL
VOYA FINANCIAL ADVISORS, INC. · LISLE, IL
LPL FINANCIAL LLC · LISLE, IL
AMERIPRISE FINANCIAL SERVICES, LLC · LISLE, IL

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