Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results.

Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser.  Securities offered through Mutual Securities, Inc., member FINRA/SIPC.  Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.

Investment Management

Mutual Group

Mutual Group's headquarters in Camarillo, CA, United States

Aaron Jasper

Nick Damiani

Dawn Claussen

Debra Shannon

Tom Clough

The Leadership Team at Mutual Group oversees the strategic direction and operational efficiency of the company, ensuring compliance, fostering growth, and managing development. This team collaborates to innovate within brokerage, advisory, and operational services, aligning company goals with customer needs while maintaining a no-nonsense, results-driven approach.

Leadership Team

The Operations Team at Mutual Group is responsible for ensuring the seamless execution of day-to-day activities in brokerage, compliance, and technology for advisors. They oversee trading operations, manage client service processes, and ensure regulatory compliance, all while maintaining high standards of efficiency and innovation. With a focus on delivering authentic and collaborative service, the team supports the entrepreneurial spirit of the company by offering nimble and results-oriented solutions.

Operations Team

The Client Services team at Mutual Group provides comprehensive support to advisors and clients, ensuring seamless operations and exceptional service. The team includes Registered Representatives who handle securities transactions, an Advisory Insurance Desk that advises on insurance products, Transition Specialists who facilitate smooth onboarding for new advisors, and Registered Admins who manage administrative tasks and client inquiries. Leveraging their extensive expertise, the team works collaboratively to uphold Mutual Group's commitment to innovative and results-driven service.

Mutual Group

Org chart

Teams

Leadership Team

Operations Team

Client Services

Offices

Mutual Group

Org chart

Teams

Leadership Team

Operations Team

Client Services

Offices

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