JM
JM

Jenelle Mitchell

16 Years of Experience
Palm Beach Gardens, FL
Broker

Jenelle Mitchell is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410

Get directions

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.

Learn about disclosures →
Other Business Activities

Jenelle is the sole proprietor and owner of Flourishing Hearts Relationship Coaching LLC, a consulting business. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
November 2017 - Present · 8 yrs 10 mos
Morgan StanleyBroker
November 2017 - Present · 8 yrs 10 mos
Previous Registrations
PNC Investments
August 2016 - May 2017 · 9 mos
PNC InvestmentsBroker
August 2016 - May 2017 · 9 mos
Bb&t Investment Services, INC.
July 2014 - July 2016 · 2 yrs
Bb&t Investment Services, INC.Broker
January 2014 - July 2016 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
May 2013 - January 2014 · 8 mos
Citigroup Global Markets INC.Broker
May 2012 - May 2013 · 1 yr
Chase Investment Services CORP.Broker
April 2011 - October 2011 · 6 mos
Chase Investment Services CORP.Broker
March 2008 - October 2010 · 2 yrs 7 mos
State Registrations1 state
FL
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.
Jenelle Mitchell - Financial Advisor | TrueAdvisor