Jason Steven Mitchell
Professional Summary
Jason Steven Mitchell is a registered financial advisor currently at SATURNA BROKERAGE SERVICES, INC located in Bellingham, Washington. Jason is registered as a RR (Registered Representative) and started their career in finance in 2013. Jason has worked at 3 firms and has passed the Series 63, SIE, Series 7TO, Series 87, Series 86 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
Years of Experience
13 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
Current Firm
INVESTORS NATIONAL CORPORATION | SATURNA BROKERAGE SERVICES, INC | INVESTORS NORTHWEST, INC.
Contact Information
Main Address
1300 N. State Street, Bellingham, WA 98225-4730Mailing Address
1300 N. State Street, Bellingham, WA 98225-4730Phone Number
(360) 734-1266Established
Washington since 07/21/1986Firm Type
CorporationFiscal Year End
JuneFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SATURNA CAPITAL CORPORATION | 100% OWNER | — |
| CARTEN, JANE KAISER | DIRECTOR | 2929087 |
| CARTEN, JANE KAISER | CEO AND PRESIDENT | 2929087 |
| FANKHAUSER, CHRISTOPHER REED | COO | 2857015 |
| FANKHAUSER, CHRISTOPHER REED | DIRECTOR | 2857015 |
| HANNA, KALEN MARTIN | CFO | 5710886 |
| HANNA, KALEN MARTIN | TREASURER | 5710886 |
| HANNA, KALEN MARTIN | DIRECTOR | 5710886 |
| STEWART, JACOB ANDREW | CCO AND AML OFFICER | 5456089 |
Disclosures
Regulatory Event
1Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Sep 2013About the Series 87 examSRO Registrations
Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Jason Steven Mitchell's CRS (Customer Relationship Summary).
Similar Advisors
FALCON WEALTH PLANNING, LLC
INTERACTIVE FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
SOUND TRUST WEALTH ADVISORS, LLC
