Julius Mascagni has been President, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer of Mascagni Wealth Management since September 1990, is a control person of the firm and directly owns 75% or more of it. Julius Mascagni holds a B.S. in business administration (B.S.B.A.) from the University of Southern Mississippi and an M.B.A. from Mississippi College.
Mascagni Wealth Management, Inc. is a Clinton, MS firm with $425M under management, 736 clients and 4 advisers in one office, as of its August 2026 filing.
J. Randall Mascagni is President & Founder of Mascagni Wealth Management, Inc. After 13 years as a personal investor and his family experiencing the need for financial planning, he founded the firm. He has written financial planning and investment articles for local publications including Mississippi Christian Living magazine and Mississippi Business Journal.
Julius Mascagni’s longest registration was 15 years at Mascagni Wealth Management (1996–2012). Before joining Mascagni Wealth Management in 2012, Julius Mascagni was registered through BTS Asset Management, Inc.
- – present · 14 yearsClinton, MS · Adviser representative · Firm CRD 115046
- BTS Asset Management, Inc.– · 8 yearsClinton, MS · Adviser representative · Firm CRD 105215
Investment adviser representative registrations
Julius Mascagni is registered as an investment adviser representative in 3 states. The first approvals date from June 2012; the most recent is Louisiana, in October 2012.
- LouisianaSince 16 October 2012
- MississippiSince 15 June 2012
- TexasSince 29 August 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 7 December 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 1988 |
| Series 7 | General Securities Representative Examination | 21 May 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Julius Randall Mascagni
- CRD
- 1833071
- Firm
- Mascagni Wealth Management · CRD 115046
- Role
- President, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer
- Office
- 205 E. MAIN STREET, Clinton, MS 39056
- Registration
- Investment adviser registration
- In the industry since
- June 1988
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mascagniwealth.com
Where does Julius Mascagni work?
Julius Mascagni has been President, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer of Mascagni Wealth Management, Inc. since September 1990, and is a control person of the firm.
Is Julius Mascagni a financial advisor?
Yes. Julius Mascagni has a current investment-adviser registration in Louisiana, Mississippi and Texas, through Mascagni Wealth Management since June 2012.
How many years of experience does Julius Mascagni have?
Julius Mascagni has 38 years in the financial industry, since June 1988, across 2 adviser firms.
What exams has Julius Mascagni passed?
Julius Mascagni has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in May 1988. FINRA credited Julius Mascagni with the SIE, which began in October 2018.
Where did Julius Mascagni work before Mascagni Wealth Management?
Before Mascagni Wealth Management, Julius Mascagni was registered through Mascagni Wealth Management, May 1996 to May 2012; BTS Asset Management, Inc., January 1994 to December 2002.
Where is Julius Mascagni based?
Julius Mascagni’s registered office is in Clinton, MS.
Is Julius Mascagni registered with FINRA?
No. Julius Mascagni has no current broker registration.
How can I verify Julius Mascagni’s record?
Search CRD 1833071 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julius Mascagni’s full registration record.
