Joseph Anthony Mitchell Jr
CFP®Professional Summary
Joseph Anthony Mitchell JR, CFP®, who also goes by Jay Mitchell, is a registered financial advisor currently at CONSORTIUM PRIVATE WEALTH LLC located in Slidell, Louisiana. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joseph has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jay Mitchell
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
CONSORTIUM PRIVATE WEALTH LLC
Contact Information
Main Address
1000 Caruso Blvd Ste 425, Slidell, LA 70461Phone Number
(800) 980-5601# of Employees
4Regulatory Assets Under Management
Total Number of Accounts
12AUM (Assets Under Management)
$650,355Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/10/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Anthony Mitchell JR's CRS (Customer Relationship Summary).
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