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JM

John L. Mitchell

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CRD#: 336967
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.

John Leighton Mitchell was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1967. John had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 1 and Series 24 exams.

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

February 16, 2016 - December 31, 2020

TITAN SECURITIES

BD
CRD#: 131392
PLANO, TX
Past

July 3, 2012 - February 27, 2014

TITAN SECURITIES

BD
CRD#: 131392
PLANO, TX
Past

June 9, 2008 - February 14, 2012

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
ORANGEVALE, CA
Past

January 3, 2005 - June 10, 2008

EPLANNING SECURITIES, INC.

BD
CRD#: 46000
ROSEVILLE, CA
Past

September 3, 1999 - February 17, 2005

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
RENTON, WA
Past

January 5, 1999 - August 30, 1999

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

January 23, 1998 - December 31, 1998

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

July 28, 1992 - December 31, 1997

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

May 22, 1984 - July 31, 1992

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

October 27, 1980 - June 15, 1984

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

July 17, 1978 - November 16, 1980

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 27, 1973 - August 14, 1978

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

August 10, 1973 - August 31, 1973

MITCHUM, JONES & TEMPLETON INCORPORATED

BD
CRD#: 584
Past

November 7, 1967 - September 20, 1973

DUPONT WALSTON, INCORPORATED

BD
CRD#: 870

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


State Security Law Exam
IAR
Series 65
Date: 8/25/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/6/1967
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


TS
TITAN SECURITIES
JTA SECURITIES MANAGEMENT, INC. | TITAN SECURITIES

CRD#: 131392 / SEC#: , 8-66462

BD
Terminated by SEC on 09/09/2023
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Contact information


Main Address
6100 Tennyson Pkwy Suite 240, Plano, TX 75024
Mailing Address
Phone number
(972) 980-5920
Established
California since 02/11/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
22

FINRA licenses (1 States and Territories)


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Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BROOKS, BRAD CURTISCCO1584633

Regulatory assets under management


Total Number of Accounts950
AUM (Assets Under Management)$ 70,000,000

Disclosures


Regulatory Event7

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


TITAN SECURITIES

CRD#: 131392

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