Mitchell Hedlund, financial advisor Montrose CA

Mitchell Hedlund

CRD Number: 7210677
Current Firm: J.p. Morgan Securities LLC

Mitchell Hedlund (CRD# 7210677) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montrose, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Studio City, CA Dec 2019 - Current 4
J.p. Morgan Securities LLC Studio City, CA Dec 2019 - Current 4
Amerihome LLC Westlake Village, CA Sep 2019 - Dec 2019 < 1
Unemployed Simi Valley, CA Jul 2019 - Aug 2019 < 1
California Polytechnic State University San Luis Obispo, CA Sep 2015 - Jun 2019 3
Amerihome LLC Woodland Hills, CA Jun 2018 - Sep 2018 < 1
Amerihome LLC Woodland Hills, CA Jun 2017 - Sep 2017 < 1
Amerihome LLC Woodland Hills, CA Jun 2016 - Sep 2016 < 1
Zumiez Inc. Thousand Oaks, CA Jun 2014 - Dec 2015 1
Royal Highschool Simi Valley, CA Aug 2014 - Jun 2015 < 1
Vans (vf Outdoor Inc) Simi Valley, CA Sep 2013 - Jun 2014 < 1
Oak Park High School Oak Park, CA Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2020
Contact Info for Mitchell E. Hedlund
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
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, 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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