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

Mission Wealth Market Update 11/7/24

Mission Wealth Market Update 11/7/24

All eyes were on Washington this week with the U.S. election and the Fed announcing its interest rate policy. Please see our thoughts below.
2024 Q3 Investor Psychology Commentary – Dealing with Market Volatility

2024 Q3 Investor Psychology Commentary – Dealing with Market Volatility

Last quarter, we distilled everything you need to know about markets during presidential elections; this quarter’s theme is dealing with market volatility.
Mission Wealth Election Market Commentary 102824

Mission Wealth Market Commentary for Upcoming United States Election

The investment team at Mission Wealth offers their thoughts as it pertains to market implications and investment portfolios for the upcoming election.

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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