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Billy J. Mitchell

HIBERNIA WEALTH PARTNERS
Baton Rouge, LA 70806
Some features on this profile are disabled
CRD#: 5915151
BM

Professional summary

Billy J Mitchell, who also goes by B.j. Mitchell, Billy Mitchell, is a registered financial advisor currently at HIBERNIA WEALTH PARTNERS, LLC located in Baton Rouge, Louisiana and LPL FINANCIAL LLC located in Baton Rouge, Louisiana.

Billy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Billy has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

B.j. Mitchell | Billy Mitchell

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) - RIA

Click below to view Billy J Mitchell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

March 18, 2026 - Present

HIBERNIA WEALTH PARTNERS, LLC

Office #1: 6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806
RIA
CRD#: 319509
Baton Rouge, LA
Current

February 26, 2016 - Present

LPL FINANCIAL LLC

Office #1: 6700 Jefferson Hwy Building 4, Suite B, Baton Rouge, LA 70806
RIA
BD
CRD#: 6413
BATON ROUGE, LA
Past

March 1, 2016 - March 17, 2026

STRATOS WEALTH PARTNERS, LTD

RIA
CRD#: 153184
WEST MONROE, LA
Past

January 28, 2015 - March 1, 2016

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
SEATTLE, WA
Past

January 2, 2015 - March 1, 2016

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
BATON ROUGE, LA
Past

August 5, 2013 - January 28, 2015

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
BATON ROUGE, LA
Past

June 3, 2011 - January 2, 2015

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
MONROE, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT

CRD#: 319509 / SEC#: 801-124947

RIA
Registered Investment Advisory firm - (5/5/2022 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/13/2017)
RR
Arkansas
(1/20/2026)
RR
Florida
(10/8/2024)
RR
Louisiana
(2/26/2016)
IAR
Louisiana
(3/18/2026)
RR
Mississippi
(2/26/2016)
RR
Missouri
(10/8/2024)
RR
Oklahoma
(10/20/2016)
RR
Oregon
(2/8/2017)
RR
South Carolina
(8/20/2019)
RR
Texas
(2/26/2016)
IAR
Texas
(3/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/2/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/30/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/2/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/2/2011
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT

CRD#: 319509 / SEC#: 801-124947

RIA
Registered Investment Advisory firm - (5/5/2022 Approved)
PREMIUM
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Contact information

Main Address
6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806
Mailing Address
Phone number
(225) 778-7972
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HWP - ADV PART 2A (9/1/2025)
HWP WRAP BROCHURE (4/9/2025)

Regulatory assets under management

Total Number of Accounts1,146
AUM (Assets Under Management)$ 346,617,660

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

HIBERNIA WEALTH PARTNERS, LLC

CRD#: 319509Baton Rouge, LA 70806

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