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JM

James K. Mitchell

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CRD#: 336934
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Kenneth Mitchell was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1969. James had worked at 6 firms and has passed the Series 00 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 1, 1994 - April 23, 2004

JMC INVESTMENT SERVICES, INC.

BD
CRD#: 14376
BOSTON, MA
Past

May 22, 1985 - December 20, 2006

DETWILER FENTON WEALTH MANAGEMENT INC

BD
CRD#: 16063
SAN DIEGO, CA
Past

May 28, 1974 - March 11, 1985

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
Past

February 13, 1973 - June 19, 1977

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
Past

June 26, 1970 - March 23, 1973

THE VARIABLE ANNUITY MARKETING CO OF NORTHERN C

BD
CRD#: 1000012
Past

June 22, 1970 - September 9, 1972

THE VARIABLE ANNUITY MARKETING COMPNAY OF FLORIDA

BD
CRD#: 5214
Past

July 15, 1969 - September 9, 1972

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 00
Date: 11/8/1968
General Securities Principal Examination

Current Firm


JI
JMC INVESTMENT SERVICES, INC.
JMC INVESTMENT SERVICES, INC.

CRD#: 14376 / SEC#: , 8-30586

BD
Terminated by SEC on 04/24/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/27/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DETWILER, MITCHELL & CO.PARENT COMPANY
FORRESTER, LEE MARSHALLCHIEF FINANCIAL OFFICER3203867
FRANK, STEPHEN ZDIRECTOR, CHIEF LEGAL OFFICER, SECRETARY & CHIEF COMPLIANCE OFFICER2132567
MORTON, TIMOTHY UGODIRECTOR, PRESIDENT1206195

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JMC INVESTMENT SERVICES, INC.

CRD#: 14376

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