Mitchell Icard, financial advisor Bainbridge Island WA

Mitchell Icard

CRD Number: 6625352
Current Firm: Edward Jones

Mitchell Icard (CRD# 6625352) is an Investment Advisor Representative working at Edward Jones in Bainbridge Island, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2023 - Current < 1
Unemployed Indianola, WA May 2023 - Dec 2023 < 1
Mann Mortgage Bellevue, WA Nov 2022 - May 2023 < 1
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Community Sailing Of Colorado Boulder, CO Apr 2017 - Jan 2019 1
State Farm Denver, CO Jan 2018 - Apr 2018 < 1
Wildcat Contracting Littleton, CO Sep 2017 - Jan 2018 < 1
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Unemployed Denver, CO Nov 2016 - Apr 2017 < 1
Key Bank Fort Collins, CO May 2014 - Nov 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2024
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mitchell Icard
Phone Number: 314-515-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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