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Emilija I

Series 65

St. Charles, IL

Mission Wealth Management, LP

Emilija Ilic is a financial advisor at Mission Wealth Management, LP, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Krd Ltd, Byline Bank, and the Law Offices of Lee Steinberg. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as pension plans and other entities. The firm employs customized, long-term investment strategies using a range of vehicles including ETFs, mutual funds, individual securities, and alternative investments.

Private / alternative investments Options & derivatives strategies Cross-border / expatriate tax planning Business exit / sale strategy Founder/Business Owner Executive
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Jonathan D

CFP®, CFA®, Series 66

St. Charles, IL

Mission Wealth Management, LP

Jonathan De Moss is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mission Wealth Management, LP and has held prior roles at Advance Capital Management, Inc., Foreside Fund Services, LLC, Innovator Capital Management, LLC, and Invesco Advisers, Inc. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families. The firm offers customized, long-term strategies using a range of investment vehicles and serves entities including pension plans and endowments.

Private / alternative investments Options & derivatives strategies Cross-border / expatriate tax planning Business exit / sale strategy Founder/Business Owner Executive
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