JM
CFP · ChFC
JM
CFP · ChFC

Joel Mitchell

19 Years of Experience
Spokane, WA
Broker

Joel Mitchell is a CFP, ChFC-designated registered investment advisor, based in Spokane, WA, with 19 years of industry experience.

Location

5503 N Wall Street, Suite #1, Spokane, WA, 99205

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joel is a partner in Leading Light Wealth PLLC, which he created to start his Raymond James affiliation. He spends a few hours per week on this business, both during and outside of trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 6 mos
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 6 mos
Previous Registrations
Edward JonesBroker
November 2006 - March 2025 · 18 yrs 4 mos
Edward Jones
November 2006 - March 2025 · 18 yrs 4 mos
D.A. Davidson & CO.
July 2006 - August 2006 · 1 mo
D.A. Davidson & CO.Broker
July 2006 - August 2006 · 1 mo
State Registrations9 states
AZCACOFLIDMTNVWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Joel Mitchell - Financial Advisor | TrueAdvisor