Julian Scoglio

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

• 09/2014 → 08/2020
  Unemployed/Student
  Northridge, CA
• 08/2020 → 12/2020
  The University Foundation
  Northrdige, CA
• 08/2021 → 10/2022
  Kinecta Federal Credit Union
  San Jose, CA
• 10/2022 → 09/2024
  Legacy Capital Group California
  Los Gatos, CA
• 09/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA
• 01/2021 → 07/2021
  Unemployed/Student
  Northridge, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-08