RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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J•••• A••••• S••••••
- Title
- Partner and Senior Wealth Advisorreportedmissionwealth.comfirm site, Sep 15, 2026
- Designations
- CFPreportedmissionwealth.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “J•••• S••••••, CFP® | Partner & Senior Wealth Advisor | Mission Wealth”reportedmissionwealth.comthe sentence on the bio page
- Years, as the firm states
- 15reportedmissionwealth.com“With over 15 years of experience in the financial industry, J•••• S•••••• began his career at J.P. Morgan in New York City in 2006.”
- Professional profile
- missionwealth.com/team/jared-sweeneyreportedmissionwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M•••••• W••••• M••••••••• L• independent RIA currentsince Jan 31, 2023 · Walpole, Ma
- P•• W••••• M••••••••• L•• formerJun 11, 2018 to Nov 7, 2022 · Quincy, Ma
- C••••••••• I••••••••• M••••••••• I••• independent RIAJul 27, 2016 to Sep 11, 2017 · Norwell, Ma
- M••••• S•••••• wirehouseMar 20, 2014 to Aug 12, 2016 · Boston, Ma
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Feb 25, 2014 · New York, Ny
- C•••• I••••••••• S••••••• C•••• formerJul 8, 2010 to Oct 1, 2012 · New York, Ny
- P•• W••••• M••••••••• L•• to M•••••• W••••• M••••••••• L•left Nov 7, 2022, registered Jan 31, 2023 (85 days) · RIA to RIA
- C••••••••• I••••••••• M••••••••• I••• to P•• W••••• M••••••••• L••left Sep 11, 2017, registered Jun 11, 2018 (273 days) · Other
- M••••• S•••••• to C••••••••• I••••••••• M••••••••• I•••left Aug 12, 2016, registered Jul 27, 2016 (-16 days) · Other
- J••• M••••• S••••••••• L•• to M••••• S••••••left Feb 25, 2014, registered Mar 20, 2014 (23 days) · Wirehouse to wirehouse
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- J•••• A••••• S•••••• left P•• W••••• M••••••••• L•• for M•••••• W••••• M••••••••• L• (registered 2023-01-31)Nov 7, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address