Paul Brewer has been an investment adviser representative at Golden Reserve Retirement since September 2025, and is not listed among the firm’s executive officers or direct owners. Paul Brewer holds a Bachelor's degree in economics and marketing from Ball State University.
Golden Reserve Retirement, LLC is a Dublin, OH firm with $544M under management, 2,008 clients and 22 advisers across 46 offices, as of its March 2026 filing.
Paul Brewer is a Senior Retirement Planner of Golden Reserve. He has more than 25 years in financial services, with experience across service, sales and trading, and works with clients to develop personalized investment strategies.
Paul Brewer’s longest registration was 7 years at Capital Client Group, Inc. (2017–2024). Before joining Golden Reserve Retirement in 2025, Paul Brewer was registered through Fisher Investments and Capital Client Group, Inc.
- – present · 1 yearIndianapolis, IN · Adviser representative · Firm CRD 283588
- Fisher Investments– · under a yearTampa, FL · Adviser representative · Firm CRD 107342
- Capital Client Group, Inc.– · 7 yearsCarmel, IN · Adviser representative · Firm CRD 6247
- LPL Financial LLC– · 1 yearValparaiso, IN · Adviser representative · Firm CRD 6413
- Charles Schwab & Co., Inc.– · 6 yearsIndianapolis, IN · Adviser representative · Firm CRD 5393
- Chase Investment Services Corp.– · under a yearIndianpolis, IN · Adviser representative · Firm CRD 25574
- Valic Financial Advisors, Inc.– · under a yearMerillville, IN · Adviser representative · Firm CRD 42803
Professional designations
Listed by Golden Reserve Retirement
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Paul Brewer is registered as an investment adviser representative in Indiana, since September 2025.
- IndianaSince 10 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 5 March 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 19 February 2010 |
| Series 66 | Uniform Combined State Law Examination | 7 July 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 January 2000 |
| Series 7 | General Securities Representative Examination | 20 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Jason Brewer
- CRD
- 4027395
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 9998 Crosspoint Boulevard, STE 330, Indianapolis, IN 46259
- Registration
- Investment adviser registration
- In the industry since
- September 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenreserve.com
Where does Paul Brewer work?
Paul Brewer is an investment adviser representative registered through Golden Reserve Retirement, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Paul Brewer a financial advisor?
Yes. Paul Brewer has a current investment-adviser registration in Indiana, through Golden Reserve Retirement since September 2025.
How many years of experience does Paul Brewer have?
Paul Brewer has 22 years in the financial industry, since September 2004, across 7 adviser firms.
What exams has Paul Brewer passed?
Paul Brewer has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in December 1999. FINRA credited Paul Brewer with the SIE, which began in October 2018.
Where did Paul Brewer work before Golden Reserve Retirement?
Before Golden Reserve Retirement, Paul Brewer was registered through Fisher Investments, November 2024 to February 2025; Capital Client Group, Inc., January 2017 to September 2024; LPL Financial LLC, May 2015 to December 2016; Charles Schwab & Co., Inc., June 2006 to May 2013; Chase Investment Services Corp., September 2005 to March 2006; Valic Financial Advisors, Inc., July 2004 to April 2005.
Where is Paul Brewer based?
Paul Brewer’s registered office is in Indianapolis, IN.
Is Paul Brewer registered with FINRA?
No. Paul Brewer has no current broker registration.
How can I verify Paul Brewer’s record?
Search CRD 4027395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Brewer’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner