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JM

Jason M. Mutascio

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CRD#: 4156832
JM

Professional summary


Jason Michael Mutascio was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jason is a previously registered financial professional and started their career in finance in 2001. Prior to being barred, Jason had worked at 8 firms, which includes BREWER FINANCIAL SERVICES LLC, NEWBRIDGE SECURITIES CORPORATION, DAWSON JAMES SECURITIES INC., VFINANCE INVESTMENTS INC, BROOKSTREET SECURITIES CORPORATION, FIRST MONTAUK SECURITIES CORP., LADENBURG CAPITAL MANAGEMENT INC., WADDELL & REED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 11, 2007 - April 17, 2009

BREWER FINANCIAL SERVICES, LLC

BD
CRD#: 132558
DELRAY BEACH, FL
Past

June 15, 2007 - October 8, 2007

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
FT. LAUDERDALE, FL
Past

December 20, 2005 - November 7, 2006

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
BOCA RATON, FL
Past

January 10, 2005 - December 16, 2005

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

October 24, 2002 - January 31, 2005

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

August 6, 2002 - October 8, 2002

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

May 22, 2002 - July 25, 2002

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

January 23, 2002 - June 14, 2002

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

January 22, 2001 - June 25, 2001

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/10/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BF
BREWER FINANCIAL SERVICES, LLC
BREWER FINANCIAL SERVICES, LLC

CRD#: 132558 / SEC#: , 8-66603

BD
Cancelled by SEC on 06/04/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 06/08/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BREWER INVESTMENT GROUP, LLCPARENT COMPANY
ARANA, EDWARD ANTHONYFINOP, CFO2969234
ERICKSON, ADAM GARYPRESIDENT3081286
LISHCHYNSKY, MARK JOHN JRAML COMPLIANCE OFFICER2478952
LISHCHYNSKY, MARK JOHN JRCCO2478952

Disclosures


Regulatory Event2
Civil Event1
Arbitration2

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.

Company Information


BREWER FINANCIAL SERVICES, LLC

CRD#: 132558

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