Jeffrey Mitchell
Jeffrey Mitchell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bellevue, WA, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
929 108th Ave NE Ste 1200, Bellevue, WA, 98004
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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 Activities
Jeffrey co-authored a book on college football recruiting with his son in 2017. This activity requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Wamu Capital CORP.Broker
Seattle-Northwest Securities CorporationBroker
Stephens INC.Broker
Firstmoney Securities CorporationBroker
Allison, Rosenblum & Hannahs, INC.Broker
United Capital CorporationBroker
State Registrations28 states
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