Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Lauryn Rogers is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA. Jenna has been in the financial industry since 2008 and has experience working with individuals, families, and businesses. Jenna is a Certified Financial Planner® and holds a Series 7 and Series 65 license. Jenna has a strong commitment to providing her clients with personalized financial advice and guidance.
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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CA
01/17/2017 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
CA
01/26/2011 - 09/24/2013
NATIONAL PLANNING CORPORATION (SANTA BARBARA CA)
IA
Issued 08/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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