Portrait of Jack Scott

Jack Scott CPA

Controller

Based in Santa Barbara, Jack brings a process-driven approach to accounting, financial operations, and the systems that support the firm’s day-to-day business.

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Jack Scott is the Controller at Mission Wealth. In this role, he supports the firm’s accounting and financial operations, helping maintain accurate processes, reporting, and controls that support the broader organization.

Jack brings a diverse accounting background and a disciplined, practical approach to his work, helping ensure the financial infrastructure behind the firm operates smoothly and effectively.

I am passionate about building and refining processes and procedures that add efficiency and accuracies through out the organization.

—Jack Scott, Controller

Professional Background

Jack brings accounting and financial operations experience across a wide range of industries, including film and print advertising, insurance, social services, and private jet management. His varied professional background has given him experience navigating different business environments, processes, and financial needs. Jack’s background also includes service in the United States Marine Corps, an experience that helped shape the discipline and accountability he brings to his work.

Jack studied Business Administration with a focus in accounting at California State University, Fullerton. He is a Certified Public Accountant (CPA) and a California Notary Public.

Personal Pursuits

Outside of work, Jack enjoys staying active through mountain biking, surfing, hiking, golf, and geocaching. He also values traveling and spending time with his family.

Community Impact

Jack gives back through volunteer involvement with his children’s schools and his son’s soccer club, supporting organizations and activities that are meaningful to his family and local community.

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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