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James Alexander Mitchell

Davenport & Associates, Inc.

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About James Alexander Mitchell

James Alexander Mitchell is a financial advisor with Davenport & Associates, Inc. James has been working in the financial industry for over 20 years. James holds a Series 66 license and has experience working with individuals and high-net-worth clients. James currently works out of the Norwalk, CT office of Davenport & Associates, Inc.

Firm Information

James Mitchell is currently registered with Davenport & Associates, Inc.. Davenport & Associates, Inc. is an investment advisor with 2 investment adviser representatives. The firm manages approximately $708,686 in regulatory assets under management. They offer portfolio management for individuals. The firm's clients include trusts, high net worth individuals, and individuals other than high net worth.

$708,686

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Mitchell’s Registration & Firm History

CT

10/24/2024 - Present

Davenport & Associates, Inc. (NORWALK CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Alexander Mitchell.
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