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...