AUMdb
JR

Julius Randall Mascagni

CRD 1833071 Certified Financial Planner Has disclosures

Firms

FirmRoleAs of
Mascagni Wealth Management, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Mascagni Wealth Management, Inc.
    President, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer · 75% or more · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗