Jeffrey Mitchell is a CFA, CFP-designated registered investment advisor at Usi Advisors, based in Woburn, MA, with 3 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,353 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12 Gill Street, Suite 5500, Woburn, MA, 01801
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
Usi Advisors
Previous Registrations
Fiducient Advisors LLC
Empower Financial Services, INC.Broker
State Registrations1 state
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
More Advisors
- Andreane Bolduc, CFASavant Wealth Management
- Joseph Hosler, CFAIntegrity Financial Advisors, LLC
- Bret Valerio, CFANottingham Advisors INC.
- Lauren Cecchini, CFPSavant Wealth Management
- Michael Perkins, CFPCetera Investment Advisers LLC
- James Scally, CFPSavant Wealth Management