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Jamie Lee Mutinsky

Emissary Wealth

Hackensack, NJ

Simi Valley, CA

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Current Employers
Emissary Wealth

2 University Plaza Drive, Suite 511, Hackensack, NJ 07601 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-22
NJ RA APPROVED 2021-08-10
  • CA RA
    APPROVED
    Since 2024-09-22
  • NJ RA
    APPROVED
    Since 2021-08-10

Branch Locations

2 University Plaza Drive, Suite 511, Hackensack, NJ 07601 • United States

Simi Valley, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assetmark Encino CA 06/2020 08/2020
Siena College - Office Of Community Living Loudonville NY 08/2017 05/2020
Siena College Loudonville NY 09/2016 05/2020
Siena College - Office Of Admissions Loudonville NY 01/2019 12/2019
Keybank New City NY 05/2019 08/2019
Jawonio, Inc. New City NY 06/2018 08/2018
Jawonio, Inc. New City NY 06/2017 08/2017
Siena College Research Institute Loudonville NY 01/2017 05/2018
Emissary Wealth, Llc Hackensack NJ 10/2020 Present
  • 06/2020 → 08/2020
    Assetmark
    Encino, CA
  • 08/2017 → 05/2020
    Siena College - Office Of Community Living
    Loudonville, NY
  • 09/2016 → 05/2020
    Siena College
    Loudonville, NY
  • 01/2019 → 12/2019
    Siena College - Office Of Admissions
    Loudonville, NY
  • 05/2019 → 08/2019
    Keybank
    New City, NY
  • 06/2018 → 08/2018
    Jawonio, Inc.
    New City, NY
  • 06/2017 → 08/2017
    Jawonio, Inc.
    New City, NY
  • 01/2017 → 05/2018
    Siena College Research Institute
    Loudonville, NY
  • 10/2020 → Present
    Emissary Wealth, Llc
    Hackensack, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-26
  • S65 Uniform Investment Adviser Law Examination
    2021-07-26
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CITO CAPITAL ADVISORS LLC
JANNEY MONTGOMERY SCOTT LLC
DIAMOND CAPITAL (US) LLC
JULIEN PLANNING, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

THERESA ANN KOHLES
ELOZOR M PREIL
ALYSSA ROSE CARUSO
TERENCE PATRICK BRADY
KENNETH PETER DIPAOLA
JOSEPH PETER CANCIGLIA
JENNY D DALY
PHILIP HARRINGTON SANDT

Other Offices

LPL FINANCIAL LLC · HACKENSACK, NJ
PARK AVENUE SECURITIES LLC · HACKENSACK, NJ
CETERA INVESTMENT ADVISERS LLC · HACKENSACK, NJ
CITO CAPITAL ADVISORS LLC · HACKENSACK, NJ
LPL FINANCIAL LLC · HACKENSACK, NJ
LPL FINANCIAL LLC · HACKENSACK, NJ
JANNEY MONTGOMERY SCOTT LLC · HACKENSACK, NJ
DIAMOND CAPITAL (US) LLC · HACKENSACK, NJ

More in Hackensack, NJ

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