ADVISOR BIO

Jeffrey 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.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Charles Hall is an Investment Advisor Representative at Avalan, LLC. Jeffrey has been in the industry since June 1998 and is registered with the state of California. Jeffrey specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Jeffrey also offers services such as Selection of Other Advisers. Avalan, LLC is located in Santa Barbara, CA and has over 620 clients. The firm manages over $405 Million in assets.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Jagard is a registered investment advisor with Avalan, LLC in SANTA BARBARA, CA. Jeffrey has been in the financial industry since 2004, and has experience at firms like Sanford C. Bernstein & Co., LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jeffrey holds a Series 6, 7, 30, 31, 63, 65 and 66 license. Jeffrey has experience in investment company products, variable contracts, futures managed funds, and general securities. Jeffrey has expertise in managing portfolios for individuals, and providing financial planning.

SPECIALIZATIONS

ADVISOR BIO

Jenna 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.

SPECIALIZATIONS

ADVISOR BIO

Jennifer Boisky is a financial advisor with UBS Financial Services Inc. Jennifer has been in the financial services industry since 1998. Jennifer has been registered with UBS Financial Services Inc. since June 2015. Jennifer holds FINRA Series 7, 9, 10, 63 and 65 licenses. Jennifer is registered in California, Colorado, Connecticut, Florida, Idaho, Michigan, Nevada, Texas, Virginia, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Jennifer Tanck has over 15 years of experience in the financial industry. Jennifer is currently registered with World Investment Advisors, LLC. Before that, Jennifer was a registered representative with CapFinancial Securities, LLC. Jennifer is also a certified QDRO specialist and provides consulting services to firms looking to learn more about the investment industry. Jennifer is committed to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jeremy Ragar is a financial advisor with Mission Wealth Management, LP. Jeremy specializes in financial planning, portfolio management, and pension consulting. Jeremy holds the Certified Financial Planner and Chartered Financial Analyst designations. Jeremy has been in the financial services industry since 2012 and has experience working with both individual and corporate clients.

SPECIALIZATIONS

ADVISOR BIO

Jesse James Pantano is a financial advisor with Mission Wealth Management, LP. Jesse has been in the financial industry for almost 20 years. His previous experience includes positions at TD Ameritrade, Inc., BlackRock Investments, LLC, Citizens Securities, INC., and Ameriprise Financial Services, Inc. Jesse holds both Series 7 and Series 66 licenses, and is also a Certified Financial Planner and Chartered Financial Analyst. He has a long history of working with high-net-worth individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Jessica Katherine Layman is an Investment Advisor Representative with West Coast Financial, LLC, and has been in the industry since May 2014. Jessica Katherine Layman is registered with the state of California. Jessica Katherine Layman is currently working at the firm’s Santa Barbara, CA branch office.

SPECIALIZATIONS

ADVISOR BIO

Joan Tozer is a financial advisor with over 20 years of experience in the industry. Joan currently works with Cetera Investment Advisers LLC and is registered with both the state of California and Texas. Joan provides financial advice to individuals and businesses. Joan is also a registered representative of Cetera Advisor Networks LLC. Joan is a Registered Representative and Investment Advisor Representative. Joan has a Series 6, Series 63, Series 65, and SIE licenses. Joan has experience with various investment products and services, including fixed insurance, long-term care insurance, and annuities. Joan is dedicated to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS