Paul J. Brewer

GOLDEN RESERVE RETIREMENT

Indianapolis, IN 46259

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CRD#: 4027395

Professional summary

Paul Jason Brewer, who also goes by Paul J Brewer, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Indianapolis, Indiana.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paul has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul J Brewer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Jason Brewer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 10, 2025 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 9998 Crosspoint Boulevard Ste 330, Indianapolis, IN 46259Office #2: 12900 N. Meridian Street Suite 130, Carmel, IN 46032

RIA

CRD#: 283588

Indianapolis, IN

Past

November 15, 2024 - February 24, 2025

FISHER INVESTMENTS

RIA

CRD#: 107342

Tampa, FL

Past

January 10, 2017 - September 30, 2024

CAPITAL CLIENT GROUP, INC.

RIA

CRD#: 6247

CARMEL, IN

Past

January 10, 2017 - September 30, 2024

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

CARMEL, IN

Past

May 18, 2015 - December 13, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

VALPARAISO, IN

Past

May 14, 2015 - December 13, 2016

LPL FINANCIAL LLC

CRD#: 6413

VALPARAISO, IN

Past

June 2, 2006 - May 28, 2013

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

INDIANAPOLIS, IN

Past

June 2, 2006 - May 28, 2013

CHARLES SCHWAB & CO., INC.

CRD#: 5393

INDIANAPOLIS, IN

Past

September 19, 2005 - March 6, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

September 6, 2005 - March 6, 2006

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

INDIANPOLIS, IN

Past

July 8, 2004 - April 26, 2005

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

MERILLVILLE, IN

Past

April 20, 2004 - April 26, 2005

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

January 30, 2000 - December 31, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/30/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(9/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/7/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/5/2010

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/19/2010

General Securities Sales Supervisor - Options Module Examination

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/30/2021 Terminated)

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Contact information

Main Address

270 Bradenton Avenue, Dublin, OH 43017

Mailing Address

Phone number

(855) 456-4777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (8/1/2025)

Regulatory assets under management

Total Number of Accounts	2,183
AUM (Assets Under Management)	$ 310,932,597

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paul J. Brewer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Jason Brewer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

CAPITAL CLIENT GROUP, INC.

CAPITAL CLIENT GROUP, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

GOLDEN RESERVE RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/7/2004

Series 63

Date: 1/3/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/20/1999

Series 10

Date: 3/5/2010

Series 9

Date: 2/19/2010

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDEN RESERVE RETIREMENT, LLC

TRUST BUT VERIFY

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