Jamie
Mutinsky

Emissary Wealth

CRD#7405711
Investment Advisor
in Hackensack, NJ

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About this Advisor

Jamie Mutinsky is a financial advisor working out of Hackensack, New Jersey with a total of 2 years of relevant experience. Mutinsky is an employee of Emissary Wealth. Their career trajectory has included roles at Assetmark, Siena College - Office Of Community Living, Siena College, Siena College - Office Of Admissions, Keybank, Jawonio, Inc, Siena College Research Institute, Emissary Wealth, LLC and North Rockland High School. Mutinsky holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in New Jersey and New York. Emissary Wealth is a registered investment firm operating out of Hackensack, NJ. It has $94 million in assets under management between its 625 customer accounts, making it one of the smaller firms in the United States by assets under management. Of its 625 client accounts, 19% belong to high-net-worth individuals who have at least $1 million in investable assets. Emissary Wealth offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely vary depending on which services are offered. However, fee types charged by Emissary Wealth may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 University Plaza Drive, Suite 511
Hackensack, NJ 07601

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Emissary Wealth Brokerage Details

Total Assets Under Management

$93,689,636

NJ Average: $10,121,009,343
Total Number of Employees

7

NJ Average: 92
Total Number of Accounts

625

NJ Average: 6,978
Average Account Size

$149,903

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jamie Mutinsky Work History

Jamie has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Emissary Wealth, LLC

2020 - 2020 (< 1 year)

Assetmark

2019 - 2019 (< 1 year)

Siena College - Office Of Admissions

2019 - 2019 (< 1 year)

Keybank

2018 - 2018 (< 1 year)

Jawonio, Inc

2017 - 2020 (3 years)

Siena College - Office Of Community Living

2017 - 2017 (< 1 year)

Jawonio, Inc

2017 - 2018 (1 year)

Siena College Research Institute

2016 - 2020 (4 years)

Siena College

2012 - 2016 (4 years)

North Rockland High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jamie Mutinsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Emissary Wealth

Christina Light
Hackensack, NJ
Steven Longa
Hackensack, NJ
Jamie Mutinsky
Hackensack, NJ
Christopher Cacchiola
Hackensack, NJ
Daniel O'Halloran
Hackensack, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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