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RIA / WealthAdvisorCertified Financial Planner16 years in industry

Jared Andrew Sweeney

Advisor at MISSION WEALTH MANAGEMENT, LP

SANTA BARBARA, CA | Walpole, MA

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Search this name across graphsid dfx:ria:83278a4e-9eb8-fd25-2b96-5e2c28e16b51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 8, 2010 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: Jan 15, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 15, 2010
First registration: Jul 8, 2010
Dual registered: no
IAPD individual key: 5496865

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	Jan 31, 2023	n/a	yes	Walpole, MA\|SANTA BARBARA, CA	Current employment
PRW WEALTH MANAGEMENT LLC	Former SEC adviser	Jun 11, 2018	Nov 7, 2022	no	QUINCY, MA	Previous registration
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Independent wealth	Jul 27, 2016	Sep 11, 2017	no	NORWELL, MA	Previous registration
MORGAN STANLEY	Wirehouse	Mar 20, 2014	Aug 12, 2016	no	Boston, MA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Feb 25, 2014	no	NEW YORK, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 8, 2010	Oct 1, 2012	no	NEW YORK, NY	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
PRW WEALTH MANAGEMENT LLC	MISSION WEALTH MANAGEMENT, LP	Nov 7, 2022	Jan 31, 2023	85	Firm change	RIA to RIA
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	PRW WEALTH MANAGEMENT LLC	Sep 11, 2017	Jun 11, 2018	273	Firm change	Other
MORGAN STANLEY	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Aug 12, 2016	Jul 27, 2016	-16	Firm change	Other
J.P. MORGAN SECURITIES LLC	MORGAN STANLEY	Feb 25, 2014	Mar 20, 2014	23	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (6)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Jan 31, 2023 to presentfactForm ADV
→ PRW WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 11, 2018 to Nov 7, 2022factForm ADV
→ CONTRAVISORY INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 27, 2016 to Sep 11, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 20, 2014 to Aug 12, 2016factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Feb 25, 2014factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 8, 2010 to Oct 1, 2012factForm ADV

Dated events

Occurred
Nov 7, 2022
Advisor changed firm
Jared Andrew Sweeney left Prw Wealth Management Llc for Mission Wealth Management, Lp (registered 2023-01-31)
Form ADVobserved 4 days ago