Jamie Lee Mutinsky
Investment adviser representative at Emissary Wealth
4 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$185.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
4 years in the industry.
- Emissary Wealth, LLCOct 2020 to now
- AssetmarkJun 2020 to Aug 2020
- KeybankMay 2019 to Aug 2019
- Siena College - Office of AdmissionsJan 2019 to Dec 2019
- Jawonio, Inc.Jun 2018 to Aug 2018
- Siena College - Office of Community LivingAug 2017 to May 2020
- Jawonio, Inc.Jun 2017 to Aug 2017
- Siena College Research InstituteJan 2017 to May 2018
- Siena CollegeSep 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, NJ).
Emissary Wealth
Legal name: Emissary Wealth LLC
$185.1MAssets managed
230Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7405711
- Firm CRD
- 308002