Shane Jon Meares

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

• 06/2016 → 09/2016
  Laguna Capital Management
  Santa Barbara, CA
• 08/2017 → 11/2017
  Thane Construction
  Santa Barbara, CA
• 12/2017 → 07/2020
  Investment Architects, Inc
  Petaluma, CA
• 09/2013 → 06/2017
  Cal Poly
  San Luis Obispo, CA
• 08/2020 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2019-06-06 → 2020-08-21
  Resource Investment Architects, Inc.
  Petaluma, CA

Other Businesses

Launchpoint Technolgies, Inc.; not investment related; Goleta, CA; LaunchPoint® designs and manufactures high specific power electric machines and controller solutions for the aerospace, defense, thermal management, power generation, and Advanced Air Mobility markets; investor; 11/2023; 1 hr per month; 0 ; investor

Exams

• S66 Uniform Combined State Law Examination
  2018-03-28

Designations

• Certified Financial Planner