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.
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 the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
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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