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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dean Avila is a financial advisor and Certified Financial Planner® with over 15 years of experience in the financial services industry. Jeffrey currently works with Mission Wealth Management, LP based in Santa Barbara, California. Previously, Jeffrey worked with Fidelity Brokerage Services LLC. Jeffrey focuses on providing financial planning and investment management services to a diverse clientele including high-net-worth individuals, families, corporations, and charitable organizations. Jeffrey is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/05/2018 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
CA
02/26/2010 - 03/01/2016
FIDELITY BROKERAGE SERVICES LLC (SANTA BARBARA CA)
CA
05/20/2009 - 07/23/2009
TD AMERITRADE, INC. (OXNARD CA)
CA
09/23/2005 - 09/06/2007
FIDELITY BROKERAGE SERVICES LLC (SANTA BARBARA CA)
MN
09/14/2004 - 08/29/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
02/11/2003 - 09/24/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
02/05/2003 - 02/06/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
10/16/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NE
11/20/2001 - 10/11/2002
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
BOTH
Issued 11/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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