Justin Mitchell (CRD# 6108565) is an Investment Advisor Representative working at Synovus Securities, Inc. in Juno Beach, FL and has over 9 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Synovus Securities, Inc. | Juno Beach, FL | Oct 2021 - Current | 2 |
Synovus Bank | Juno Beach, FL | Oct 2021 - Current | 2 |
Synovus Securities Inc. | Stuart, FL | Apr 2020 - Sep 2021 | 1 |
Synovus Bank | Stuart, FL | Apr 2020 - Sep 2021 | 1 |
Tiaa | Boca Raton, FL | May 2017 - Mar 2020 | 2 |
Tiaa-cref Individual & Institutional Services, LLC | Boca Raton, FL | May 2017 - Mar 2020 | 2 |
Jp Morgan Chase Bank | Palm Beach Gardens, FL | Mar 2017 - May 2017 | < 1 |
Jp Morgan Securities, LLC | Palm Beach Gardens, FL | Mar 2017 - May 2017 | < 1 |
Pnc Bank | Jupiter, FL | Jan 2016 - Mar 2017 | 1 |
Pnc Investments, LLC | Jupiter, FL | Jan 2016 - Feb 2017 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Palm Beach, FL | Mar 2013 - Dec 2015 | 2 |
Bank Of America, N.a. | North Palm Beach, FL | Mar 2013 - Dec 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- FL
- MD
- VA
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Total Assets Under Management6,242MILLIONS
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Total Number of Accounts12,037ACCOUNTS
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Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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