linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jarad Byram Mitchell

Saxony Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jarad? Claim Your Profile

About Jarad Byram Mitchell

Jarad Byram Mitchell is a financial advisor with over 13 years of experience in the financial services industry. Jarad is currently registered with Saxony Capital Management, LLC in Missouri and has previously been registered with Edward Jones, Scottrade, Inc., and National Pension & Group Consultants, Inc.. Jarad specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Jarad Mitchell is currently registered with Saxony Capital Management, LLC. Saxony Capital Management, LLC is a Saint Louis, MO-based investment advisory firm that manages approximately $239.3 million in assets for a diverse range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and others. They offer a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.
Saxony Capital Management, LLC

11152 S TOWNE SQUARE

SAINT LOUIS, MO 63123

$239.29M

Assets Under Management

Not reported

Total Clients

36

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

other

Consulting fees to ria's, finders fees, fees third party manager

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jarad Mitchell’s Registration & Firm History

MO

01/23/2019 - Present

Saxony Capital Management, LLC (SAINT LOUIS MO)

MO

11/27/2013 - 03/09/2018

SCOTTRADE, INC. (ST. LOUIS MO)

MO

08/17/2007 - 12/06/2013

NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)

MO

03/08/2005 - 04/17/2007

EDWARD JONES (CHESTERFIELD MO)

Not sure if Jarad Byram Mitchell is right for you?

Licenses & Designations

IA

Issued 02/15/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2017

Series 24 - General Securities Principal Examination

BC

Issued 03/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jarad Byram Mitchell.
Not sure if Jarad Byram Mitchell is right for you?