Jacob Mortensen

CFP®

Senior Wealth Advisor

Gig Harbor, Seattle, Portland

"Great planning turns complexity into clarity. I’m motivated by the opportunity to help clients make confident decisions, knowing each situation is unique and the impact is meaningful."

Jacob Mortensen is a Senior Wealth Advisor at Mission Wealth, serving clients in Gig Harbor, Seattle, and Portland. He works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Jacob delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Jacob leverages his expertise to provide clients with tailored advice and guidance.

Learn About Jacob Mortensen

Professional Background

Jacob graduated from the University of Washington with a Bachelor of Arts in Business Administration and holds the CERTIFIED FINANCIAL PLANNER™ designation. He specializes in working with clients who have concentrated stock positions, helping them navigate complex decisions around diversification, tax efficiency, and long-term wealth planning. He joined Mission Wealth in 2025.

Prior to becoming a Senior Wealth Advisor, Jacob built a diverse professional background spanning Information Technology and law enforcement. A consistent theme throughout his career has been a passion for helping others, which ultimately led him to enter the financial planning industry.

Personal Pursuits

Jacob lives in the Pacific Northwest with his wife, Sarah, and their two young children. He enjoys taking advantage of the region’s natural beauty through outdoor activities and is an avid runner who values staying active. Much of his time outside of work is centered around family and enjoying the balance between professional life and meaningful time at home.

Community Impact

Jacob is passionate about giving back and supporting others in achieving their goals. He has volunteered as a guide runner, helping visually impaired athletes participate in running events, and has previously served in leadership roles within local nonprofit organizations. His commitment to service reflects his broader dedication to making a positive impact both in his community and in the lives of the clients he serves.

Hear Directly From Mission Wealth Clients

Shara (00878074 03/26), Ashbel G. (00876553 03/26)

In the News

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Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.