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Mission Wealth Announces Merger with JLFranklin Wealth Planning

Mission Wealth Announces Merger with JLFranklin Wealth Planning

October 29, 20244 min

Mission Wealth Management, LP announced a merger with JLFranklin Wealth Planning, a premier financial advisory firm founded by Joyce L. Franklin with over $235 million in assets under management. This merger marks the third partnership for Mission Wealth in 2024 and further solidifies its presence in the San Francisco Bay Area. Mission Wealth is thrilled to add Joyce as the firm’s 39th equity partner, welcoming her extensive experience and passion for client service. JLFranklin Wealth Planning was founded in 1999...

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Dakota Wealth Management acquires Jonathan D. Pond, LLC

Dakota Wealth Management acquires Jonathan D. Pond, LLC

September 11, 20234 min

Strategic acquisition brings AUM to approximately $3.8 billion

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