Joshua Vaughan

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 04/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA
• 06/2015 → 04/2017
  Bank Of America, N.A.
  Deluth, GA
• 05/2017 → 09/2018
  Detroit Lions
  Detroit, MI
• 10/2018 → 04/2025
  Homrich Berg
  Atlanta, GA
• 04/2025 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2021-11-08 → 2025-05-29
  Hb Wealth
  Atlanta, GA
• 2018-10-11 → 2021-11-16
  Homrich Berg
  Atlanta, GA
• 2015-08-03 → 2017-04-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA

Other Businesses

I*85392 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NATIONAL FOOTBALL LEAGUE INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEW YORK, NEW YORK 10017 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 9/14/2015 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FORMER PLAYERS SIGN AUTOGRAPHS FOR FANS, MEET AND GREET AT LOCAL PUBLIX STORES. SHOW THAT PLAYERS AND TEAMS HAVE A VESTED INTEREST IN THE COMMUNITY. HAVE OPPORTUNITIES TO MEET WITH FRONT OFFICE PERSONNEL AND SHADOW FOOTBALL OPS. I*85446 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: N/A INVESTMENT RELATED: N ADDRESS OF BUSINESS: LAWRENCEVILLE, GEORGIA 30043 NATURE OF BUSINESS: OTHER, THERE IS NO BUSINESS ESTABLISHED POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 42300 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: PUBLIC SPEAKING EVENTS. MOTIVATIONAL TALKS TO CHURCHES OR SCHOOLS ENCOURAGING THE COMMUNITY AND TELLING MY STORY AS A FORMER PROFESSIONAL ATHLETE. Private football training for athletes. Not investment related. Number of hours during business or non-business hours varies depending on training requests beginning January 2025.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-16

Designations

• Certified Financial Planner