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RIA / WealthAdvisorCertified Financial Planner21 years in industry

SARAH JANE HAMILTON

Advisor at MISSION WEALTH MANAGEMENT, LP

Walnut Creek, CA

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Search this name across graphsid dfx:ria:2b295c7b-e156-7a9b-34fd-0b025d10acc6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSION WEALTH MANAGEMENT, LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 15, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 15, 2004
First registration: Jan 1, 2005
Dual registered: no
IAPD individual key: 4858169

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSION WEALTH MANAGEMENT, LP	Independent wealth	Apr 13, 2026	n/a	yes	Walnut Creek, CA	Current employment
HAMILTON WALKER ADVISERS	n/a	Aug 19, 2020	Sep 9, 2025	no	SAN FRANCISCO, CA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jul 13, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 19, 2010	Jul 13, 2018	no	WALNUT CREEK, CA\|MOUNTAIN VIEW, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 21, 2005	Jul 23, 2009	no	WALNUT CREEK, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 1, 2005	Oct 8, 2005	no	WALNUT CREEK, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HAMILTON WALKER ADVISERS	MISSION WEALTH MANAGEMENT, LP	Sep 9, 2025	Apr 13, 2026	216	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	HAMILTON WALKER ADVISERS	Jul 13, 2020	Aug 19, 2020	37	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
AMERIPRISE FINANCIAL SERVICES, LLC	STRATEGIC ADVISERS LLC	Jul 23, 2009	Oct 19, 2010	453	Firm change after gap	Ibd to ibd

Relationships

Registered with (5)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Apr 13, 2026 to presentfactForm ADV
→ HAMILTON WALKER ADVISERSRegistered adviserregistration: previous registration
Aug 19, 2020 to Sep 9, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jul 13, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Oct 19, 2010 to Jul 13, 2018factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 21, 2005 to Jul 23, 2009factForm ADV

Dated events

Occurred
Sep 9, 2025
Advisor changed firm
Sarah Jane Hamilton left Hamilton Walker Advisers for Mission Wealth Management, Lp (registered 2026-04-13)
Form ADVobserved 6 days ago