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Jacob Mortensen

In by Mission Wealth

Jacob Mortensen, Wealth Advisor

Jacob Mortensen

CFP®

Wealth Advisor

Gig Harbor, Seattle, Portland

(253) 448-3909

CONTACT Jacob Mortensen

"I love to empower people to live confidently and to focus on what brings them joy, and by providing tailored financial advise, I hope to provide them financial clarity and peace of mind."

As a Wealth Advisor at Mission Wealth, Jacob Mortensen 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

Prior to becoming a Wealth Advisor, Jacob worked in a variety of industries, including IT and the police. A constant throughout his career has been a passion for helping others, which is why he entered the financial advising industry in 2019. Jacob accredits a lot of his growth in the industry to his first role at Trellis Advisors, where he learned the fundamentals of planning while prioritizing the client’s best interest. Jacob joined Mission Wealth in 2025.

Jacob graduated from the University of Washington with his Bachelor of Arts in Business Administration with a concentration in Entrepreneurship, and he holds a CERTIFIED FINANCIAL PLANNER™ designation.

Personal Pursuits

Outside of the office, Jacob enjoys staying active with his wife, Sarah, and two young children. He has always lived in the Pacific Northwest, so he enjoys travelling to new places with them. He also stays active through running and can often be found running around his local neighborhoods in Tacoma.

Community Impact

Jacob volunteers as a guide runner for visually impaired runners with the non-profit Rainier Adaptive Sports. He has previously served as Secretary of the Board for a local food bank.

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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.
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