Jake Grendahl Headshot

Jake Grendahl

In by Mission Wealth

Jake Grendahl, Wealth Management Intern

Jake Grendahl

Wealth Advisor Associate Intern

Santa Barbara

(805) 705 - 6986

CONTACT JAKE

"I love working in wealth management because it allows me to make a meaningful impact on people’s lives. It’s extremely rewarding to watch my team help clients focus on what truly matters, whether that’s spending time with loved ones or pursuing their passions."

Jake Grendahl is a Wealth Advisor Associate Intern at Mission Wealth. In this role, he collaborates closely with his advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.

This internship provides Jake with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ financial goals.

"I love working in wealth management because it allows me to make a meaningful impact on people’s lives. It’s extremely rewarding to watch my team help clients focus on what truly matters, whether that’s spending time with loved ones or pursuing their passions."

Jake Grendahl is a Wealth Advisor Associate Intern at Mission Wealth. In this role, he collaborates closely with his advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.

This internship provides Jake with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ financial goals.

Learn About Jake Grendahl

Professional Background

Originally from San Diego, Jake is a senior studying economics at the University of California, Santa Barbara. He was the House Manager and is currently the Scholarship Chair of the Alpha Tau Omega fraternity.

In April 2024, he joined Mission Wealth as an Advisory Intern.

Personal Pursuits

Jake enjoys spending his time with friends and family, staying active in sports, and being outdoors.

Community Impact

Throughout his time at UCSB, Jake has enjoyed volunteering at beach cleanups in Isla Vista. He looks forward to continuing his community involvement at various Santa Barbara organizations. 

In the News

Market Update 121824

Mission Wealth Market Update 12/18/24

In the last FOMC meeting of the year, the Fed cut the fed funds rate by 0.25% and revised its expectations for future rate cuts in 2025.
Blog Article: United States Debt How High Can It Go Before It’s No Longer Sustainable

United States Debt: How High Can It Go Before It’s No Longer Sustainable

Founder Brad Stark provides an editorial piece on the US debt-to-GDP ratio and the future economic indicators we should look for.
The Quarterly Brief Newsletter and Market Perspectives for Q4 2024

Market Perspectives Q4 2024

As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets and economy.

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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