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RIA / WealthAdvisor26 years in industry

PAUL JASON BREWER

Advisor at GOLDEN RESERVE RETIREMENT, LLC

DUBLIN, OH | Indianapolis, IN

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Search this name across graphsid dfx:ria:90d0b723-2e94-4e11-c0cf-158073aab312

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 8, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOLDEN RESERVE RETIREMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jan 3, 2000
First registration: Jul 8, 2004
Dual registered: no
Other names: PAUL J BREWER
IAPD individual key: 4027395

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOLDEN RESERVE RETIREMENT, LLC	Independent wealth	Sep 10, 2025	n/a	yes	Indianapolis, IN\|DUBLIN, OH	Current employment
FISHER INVESTMENTS	Independent wealth	Nov 15, 2024	Feb 24, 2025	no	Tampa, FL\|PLANO, TX	Previous registration
CAPITAL CLIENT GROUP, INC.	No RAUM reported	Jan 10, 2017	Sep 30, 2024	no	CARMEL, IN\|Noblesville, IN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 18, 2015	Dec 13, 2016	no	VALPARAISO, IN\|VALPARAISO, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 2, 2006	May 28, 2013	no	FISHERS (INDIANAPOLIS), IN\|FISHERS (INDIANAPOLIS), IN\|Indianapolis, IN	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 6, 2005	Mar 6, 2006	no	INDIANPOLIS, IN	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 8, 2004	Apr 26, 2005	no	MERILLVILLE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	GOLDEN RESERVE RETIREMENT, LLC	Feb 24, 2025	Sep 10, 2025	198	Firm change	RIA to RIA
CAPITAL CLIENT GROUP, INC.	FISHER INVESTMENTS	Sep 30, 2024	Nov 15, 2024	46	Firm change	Other
LPL FINANCIAL LLC	CAPITAL CLIENT GROUP, INC.	Dec 13, 2016	Jan 10, 2017	28	Firm change	Other
CHARLES SCHWAB & CO., INC.	LPL FINANCIAL LLC	May 28, 2013	May 18, 2015	720	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	CHARLES SCHWAB & CO., INC.	Mar 6, 2006	Jun 2, 2006	88	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	CHASE INVESTMENT SERVICES CORP.	Apr 26, 2005	Sep 6, 2005	133	Firm change	Other

Relationships

Registered with (7)

→ GOLDEN RESERVE RETIREMENT, LLCRegistered adviserregistration: current employment
Sep 10, 2025 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Nov 15, 2024 to Feb 24, 2025factForm ADV
→ CAPITAL CLIENT GROUP, INC.Registered adviserregistration: previous registration
Jan 10, 2017 to Sep 30, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 18, 2015 to Dec 13, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 2, 2006 to May 28, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 6, 2005 to Mar 6, 2006factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 8, 2004 to Apr 26, 2005factForm ADV

Dated events

Occurred
Feb 24, 2025
Advisor changed firm
Paul Jason Brewer left Fisher Investments for Golden Reserve Retirement, Llc (registered 2025-09-10)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2024
Advisor changed firm
Paul Jason Brewer left Capital Client Group, Inc. for Fisher Investments (registered 2024-11-15)
Form ADVobserved 4 days ago