Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Brian Mitchell is an investment advisor representative at AE Wealth Management, LLC, a firm that provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Jeff Mitchell has been in the financial services industry since 1993, working in multiple roles at different firms. Jeff Mitchell is a licensed investment advisor representative in California, South Carolina, and Texas. He is also a licensed insurance agent.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/20/2022 - Present
AE Wealth Management, LLC (Granite Bay CA)
GA
02/27/1995 - 10/19/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
03/29/1993 - 01/10/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jeff Mitchell is the right advisor for you? Invested Better is here to help.
