Portrait of Jasmine Nelson

Jasmine Nelson

Senior Client Service Representative

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Jasmine is a Senior Client Service Representative at Mission Wealth in the Santa Barbara, California area. She collaborates closely with her team of Wealth Advisors to ensure clients receive prompt, efficient service. Jasmine’s responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Jasmine plays a vital role in Mission Wealth’s success.

I thrive on playing a key role in guiding my clients towards their financial targets. After over 5 years in the field, fostering relationships and delivering exceptional service is what I'm passionate about.

—Jasmine Nelson, Senior Client Service Representative

Professional Background

Before stepping into her role at Mission Wealth, Jasmine honed her skills as a Client Service Associate at Oppenheimer & Co. Her expertise further developed through customer service roles at leading financial institutions, including JPMorgan Chase and Bank of America.

Jasmine earned her Bachelor’s from the University of California, Santa Barbara.

Personal Pursuits

When she’s not working, Jasmine enjoys the natural splendor of sunny Santa Barbara, savoring beach walks, hiking, and camping. A globe-trotter at heart, she thrives on immersing herself in diverse cultures while traveling to different countries.

Community Impact

As a member of Women on a Mission, she is part of a firmwide community of women at Mission Wealth committed to connection, education, mentorship, and empowerment. The group reflects Mission Wealth’s broader commitment to supporting women as colleagues, leaders, clients, and community members.

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Our team.
Meet the experts in your corner.

Meet the full team

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

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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