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JM
CFP
JM
CFP

John Mitchell

Newedge Advisors
16 Years of Experience
Shreveport, LA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

John Mitchell is a CFP-designated registered investment advisor at Newedge Advisors, based in Shreveport, LA, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5925 Line Ave, Suite 5, Shreveport, LA, 71106

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History

Regulatory History (1)
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Criminal
October 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is involved in several investment-related activities, including roles at Vincent Liles Thompson Private Wealth Management, GWM Advisors, Oak Grove Wealth Partners, and NewEdge Advisors, LLC, dedicating nearly full-time hours across these roles. He also owns real estate rental properties and business entities for tax/investment purposes, requiring varying amounts of his time.

Employment History
Current Registrations
Newedge Advisors
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
November 2018 - November 2023 · 5 yrs
Infinex Investments, INC.Broker
July 2016 - December 2018 · 2 yrs 5 mos
Infinex Investments, INC.
July 2016 - December 2018 · 2 yrs 5 mos
Essex National Securities, LLC
February 2011 - July 2016 · 5 yrs 5 mos
Essex National Securities, LLCBroker
April 2010 - July 2016 · 6 yrs 3 mos
State Registrations2 states
LATX
Advisor

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.
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