Jeff Mitchell, financial advisor Mitchellville MD

Jeff Mitchell

CRD Number: 2683640
Current Firm: Jrm Capital Management Inc.

Jeff Mitchell (CRD# 2683640) is an Investment Advisor Representative working at Jrm Capital Management Inc. in Mitchellville, MD and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Mar 2009 - Current 15
Jrm Capital Management Inc. Mitchellville, MD Sep 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Dec 2007
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 Jeff R. Mitchell
Phone Number: 301-352-7395
Firm Website: http://www.linkedin.com
Registered State(s):
Current Firm Details
Jrm Capital Management Inc.
Firm's CRD Number: 142039
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $58,364
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

MD

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