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Trustee · Mission Wealth Management, LP

Jenny L. Adams

CRD 7311664 · Named on Form ADV at one SEC-registered adviser

At a glance

Mission Wealth Management, LP, an SEC-registered wealth manager based in Santa Barbara, CA with $17.0 billion in regulatory assets, lists Jenny L. Adams on its Form ADV as Trustee.

Firms and roles

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Jenny’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Jenny on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jenny’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.