MN
MN

Mitchell Nordstrom

2 Years of Experience
Atlanta, GA
Broker

Mitchell Nordstrom is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mitchell is an associate/employee at MJBC LLC, managing bookings, finances, and CRM for a vacation rental property since 2022. This takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 10 mos
State Registrations16 states
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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.