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Jessica Toni Mitchell

Fidelity Brokerage Services LLC

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About Jessica Toni Mitchell

Jessica Toni Mitchell is a financial advisor who has been in the industry since September 13, 2021. Jessica is currently registered with Fidelity Brokerage Services LLC in Charlotte, NC. She is licensed in Series 63, Series 7TO, Series 65, and SIE. Jessica is registered in 53 states, and is also registered with FINRA.

Firm Information

Jessica Mitchell is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Jessica Mitchell’s Registration & Firm History

NC

09/14/2021 - Present

Fidelity Brokerage Services LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 12/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Jessica Toni Mitchell. Review regulatory record here.
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