Jeff Mitchell
Jeff Mitchell is a registered investment advisor at Jrm Capital Management INC., based in Mitchellville, MD, with 27 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32 clients with $2.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 0.90% |
Fees are subject to negotiation.
Fee Estimator
Location
Mitchellville, MD
Get directionsHistory
Regulatory History (4)
Judgment / Lien
December 2014Employment Separation After Allegations
November 2004Criminal
May 1991Criminal
September 1988Other Business Activities
Jeff is the CEO/CCO of JRM Capital Management, a registered investment advisor, since 2003. He dedicates about 10-20% of his time to this business, advising others on the value of securities.
Employment History
Current Registrations
Jrm Capital Management INC.
Previous Registrations
Lifemark Securities CORP.Broker
Jrm Capital Management INC.
Traderight Securities, INC.
Traderight Securities, INC.Broker
Paulson Investment Company, INC.
Paulson Investment Company, INC.Broker
Dean Witter Reynolds INC.Broker
Biltmore Securities, INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.