
Learn About Jake Laughlin
Professional Background
Before joining Mission Wealth, Jake Laughlin gained a wealth of experience from various roles. One of his noteworthy roles was as a student employee at the National Center for Women and Information Technology, a non-profit. There, he helped the team work towards their goal of getting more women involved in STEM fields.
Jake graduated with a Bachelor of Science in Business Administration (with an emphasis in Marketing and Business Analytics) from the University of Colorado - Boulder.
Personal Pursuits
Originally from Denver, Colorado, Jake went to University of Colorado Boulder, and is now living in sunny Santa Barbara, California. Jake is a cello player and music theory enthusiast who has performed at Red Rocks Amphitheatre. In addition to his passion for music, Jake is also a tennis player and is ranked 3.5 by USTA.
Community Impact
Jake Laughlin served on the University of Colorado Student Government as a voting member of the Volunteer Resource Center Joint Board. He also served as the Vice President of Service and Operations for Alpha Phi Omega – Gamma Theta, a national professional service fraternity. An avid tennis player, Jake has also spent a number of years teaching and improving the skills of tennis for special needs children to compete in the Colorado Special Olympics.
In the News

How to Maximize Your Year-End Charitable Impact, With Full Webinar Replay Available
Discover year-end gifting and charitable strategies from our recent webinar. Learn how purposeful giving, family tools, and tax-smart planning can maximize your impact.
What Is the Emerging Role of Artificial Intelligence (AI) in Shaping Financial Advice and Portfolio Management?
Explore how artificial intelligence is enhancing financial advice and portfolio management by combining data-driven insights with human expertise.
What Are the Benefits of Partnering with a Specialized Wealth Management Firm Amid Growing Competition from Large Banks?
Partnering with a specialized wealth-management firm offers the best of both worlds—national-scale expertise and boutique-level care. In this article, Mission Wealth Partner Jared Sweeney shares how fiduciary independence, integrated planning, and personal relationships set today’s investors up for long-term success.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.



