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Nathaniel Jordan Dodd

Mission Wealth Management, LP

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About Nathaniel Jordan Dodd

Nathaniel Jordan Dodd is an investment advisor representative with Mission Wealth Management, LP based in Phoenix, AZ. Nathaniel has been in the financial industry since January 22, 2018. Nathaniel's previous firm was NEXT FINANCIAL GROUP, INC. in Scottsdale, AZ. Nathaniel is registered with the state of Arizona and has passed the Series 66, Series 7 and SIE exams. Nathaniel also holds the Certified Financial Planner designation. Nathaniel's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors, Pension Consulting, and Financial Planning. Nathaniel is also an agent with Blakely Walters Insurance, LLC.

Firm Information

Nathaniel Dodd is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family wealth management

Family wealth management

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathaniel Dodd’s Registration & Firm History

AZ

12/12/2023 - Present

Mission Wealth Management, LP (Phoenix AZ)

AZ

01/22/2018 - 10/05/2023

NEXT FINANCIAL GROUP, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 02/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel Jordan Dodd.
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