John Mugarian has been an investment adviser representative at FamilyWealth Asset Management since December 2020, and is not listed among the firm’s executive officers or direct owners.
Familywealth Asset Management is a Lake Mary, FL firm with $177M under management, 421 clients and 3 advisers across 4 offices, as of its March 2026 filing.
John Mugarian’s longest registration was 17 years at Mugarian Investment Group, LLC (2003–2021). Before joining FamilyWealth Asset Management in 2020, John Mugarian was registered through Mugarian Investment Group, LLC and UBS Financial Services Inc.
- FamilywealthAlso current– present · 5 yearsPensacola, FL · Adviser representative · Firm CRD 289193
- – present · 5 yearsPensacola, FL · Adviser representative · Firm CRD 147869
- Mugarian Investment Group, LLC– · 17 yearsPensacola, FL · Adviser representative · Firm CRD 128391
- UBS Financial Services Inc.– · 3 yearsPensacola, FL · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
John Mugarian is registered as an investment adviser representative in 2 states. The first approvals date from December 2020; the most recent is Alabama, in January 2021.
- AlabamaSince 14 January 2021
- FloridaSince 8 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 1989 |
| Series 7 | General Securities Representative Examination | 16 September 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Michael Mugarian
- CRD
- 1983612
- Firm
- FamilyWealth Asset Management · CRD 147869
- Office
- 4309 Spanish Trail, Pensacola, FL 32504
- Registration
- Investment adviser registration
- In the industry since
- September 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does John Mugarian work?
John Mugarian is an investment adviser representative registered through Familywealth Asset Management since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is John Mugarian a financial advisor?
Yes. John Mugarian has a current investment-adviser registration in Alabama and Florida, through FamilyWealth Asset Management since December 2020.
How many years of experience does John Mugarian have?
John Mugarian has 37 years in the financial industry, since September 1989, across 4 adviser firms.
What exams has John Mugarian passed?
John Mugarian has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1989.
Where did John Mugarian work before FamilyWealth Asset Management?
Before FamilyWealth Asset Management, John Mugarian was registered through UBS Financial Services Inc., August 2000 to November 2003.
Where is John Mugarian based?
John Mugarian’s registered office is in Pensacola, FL.
Is John Mugarian registered with FINRA?
No. John Mugarian has no current broker registration.
How can I verify John Mugarian’s record?
Search CRD 1983612 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Mugarian’s full registration record.