James Mitchell
James Mitchell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14502 N Dale Mabry Hwy, Ste 200, Tampa, FL, 33618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James sells Medicare supplement and advantage plans for major insurance carriers, dedicating a few hours per week to this activity. He also spends a few hours per week as a musician and songwriter.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services
Barnett Bond Service, INC.Broker
Painewebber IncorporatedBroker
Fsc Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations19 states
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