I really appreciate Jacob's supportive and client-first approach. He listens attentively to my concerns and takes a holistic view of my portfolio rather than looking at things in isolation. Whether addressing a specific worry or planning for the long term, he works through issues with me, clearly explains his thoughts and offers well-thought-out recommendations. He’s easy to work with, understands my portfolio goals, and gives me confidence and peace of mind.
Jacob Mortensen CFP®
Based in Gig Harbor, Jacob helps tech professionals, retirees, and individuals with concentrated stock positions connect their investment decisions with taxes, retirement, insurance, and estate planning.
Ways to Connect
Who Jacob Typically Helps
Tech professionals, Microsoft employees, Amazon employees, professionals with concentrated stock positions, individuals preparing for retirement, retirees seeking tax-aware planning.
Serving Clients in
Seattle • Bellevue • Gig Harbor • Mercer Island • Portland • Communities throughout the Pacific Northwest
Available nationwide through virtual meetings
Questions Jacob Helps Answer
- How can I diversify concentrated company stock?
- Could covered-call strategies fit my investment plan?
- How can I prepare for retirement with a large retirement account?
- Could Roth conversions improve my long-term tax strategy?
- How can I coordinate investments, taxes, and estate planning?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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.
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’s Frequently Asked Questions
A new client should expect Jacob to begin by listening carefully. He wants to understand their situation, what matters most to them, and what they hope to solve. From there, he develops a financial plan to evaluate where they stand, which goals are realistic, and which decisions need attention. He then connects that plan with investments, insurance, taxes, retirement, and estate planning so the client can move forward with greater organization, clarity, and confidence.
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.
Request an introduction to Jacob Mortensen.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jacob Mortensen and Mission Wealth may be the right fit to support your life and financial goals.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor