Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack R. Mitchell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Destin, Florida. Jack joined the firm in November 2023 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jack holds the Series 7TO, SIE and Series 66 licenses, and is registered to provide investment advice in 53 states. Before joining Merrill Lynch, Jack held positions with Raymond James and Associates, Inc. and Infinex Investments, Inc. Jack focuses on providing customized financial planning, investment management, and retirement planning services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/02/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DESTIN FL)
FL
05/03/2021 - 05/17/2023
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
FL
09/29/2020 - 11/10/2020
INFINEX INVESTMENTS, INC. (SARASOTA FL)
BOTH
Issued 01/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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