Julian Scoglio
Investment adviser representative at Mission Wealth Management, LP
12 yearsExperience
1 stateRegistered in
$17BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Mission Wealth Management, LPSep 2024 to now
- Legacy Capital Group CaliforniaOct 2022 to Sep 2024
- Kinecta Federal Credit UnionAug 2021 to Oct 2022
- Unemployed/studentJan 2021 to Jul 2021
- The University FoundationAug 2020 to Dec 2020
- Unemployed/studentSep 2014 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7717332
- Firm CRD
- 113057