Jamie Mutinsky has been an investment adviser representative at Emissary Wealth since August 2021, and is not listed among the firm’s executive officers or direct owners.
Emissary Wealth LLC is a Hackensack, NJ firm with $185M under management, 230 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Jamie Mutinsky is a Wealth Advisor at Emissary Wealth. She works closely with clients to help them understand every aspect of their financial plan and provides regular updates on progress. She joined Emissary in 2020 and previously worked for AssetMark supporting broker-dealers and spent time in the banking industry.
- Emissary WealthCurrent– present · 5 yearsSimi Valley, CA · Adviser representative · Firm CRD 308002
Professional designations
Listed by Emissary Wealth
- CFP®
Investment adviser representative registrations
Jamie Mutinsky is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is California, in September 2024.
- CaliforniaSince 22 September 2024
- New JerseySince 10 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jamie Lee Mutinsky
- CRD
- 7405711
- Firm
- Emissary Wealth · CRD 308002
- Office
- Simi Valley, CA
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- emissarywealth.com
Where does Jamie Mutinsky work?
Jamie Mutinsky is an investment adviser representative registered through Emissary Wealth LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jamie Mutinsky a financial advisor?
Yes. Jamie Mutinsky has a current investment-adviser registration in California and New Jersey, through Emissary Wealth since August 2021.
How many years of experience does Jamie Mutinsky have?
Jamie Mutinsky has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Jamie Mutinsky passed?
Jamie Mutinsky passed the Series 65 in July 2021.
Where is Jamie Mutinsky based?
Jamie Mutinsky’s registered office is in Simi Valley, CA.
Is Jamie Mutinsky registered with FINRA?
No. Jamie Mutinsky has no current broker registration.
Is Jamie Mutinsky a CFP?
Emissary Wealth lists Jamie Mutinsky with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jamie Mutinsky’s record?
Search CRD 7405711 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jamie Mutinsky’s full registration record.
