John Mitchell
John Mitchell is a CFP-designated registered investment advisor at Newedge Advisors, based in Shreveport, LA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
5925 Line Ave, Suite 5, Shreveport, LA, 71106
Get directionsHistory
Regulatory History (1)
Criminal
October 2000Other 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
Previous Registrations
LPL Financial LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
State Registrations2 states
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.