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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cowan Mitchell is a financial advisor with over 30 years of experience in the industry. Jeffrey is a registered representative with Ameriprise Financial Services, LLC and has been with the firm since 2020. Prior to joining Ameriprise, Jeffrey worked at D.A. Davidson & Co., WAMU Capital Corp., Seattle-Northwest Securities Corporation and Stephens Inc. He specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
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2
WA
01/06/2017 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
03/31/2008 - 01/09/2017
D.A. DAVIDSON & CO. (BELLEVUE WA)
WA
05/01/2002 - 10/12/2007
WAMU CAPITAL CORP. (SEATTLE WA)
WA
08/06/1996 - 06/19/2000
SEATTLE-NORTHWEST SECURITIES CORPORATION (SEATTLE WA)
AR
01/30/1989 - 05/14/1996
STEPHENS INC. (LITTLE ROCK AR)
NA
01/24/1989 - 02/15/1989
FIRSTMONEY SECURITIES CORPORATION
NA
09/22/1988 - 01/09/1989
ALLISON, ROSENBLUM & HANNAHS, INC.
NA
12/22/1987 - 09/27/1988
UNITED CAPITAL CORPORATION
IA
Issued 04/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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