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# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| 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
-
Total Assets Under Management6,242MILLIONS
-
Total Number of Accounts12,037ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.