John T. Mitchell

CPA SYNCED FINANCIAL

TAMPA, FL

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CRD#: 7030874

Professional summary

John Taylor Mitchell is a registered financial advisor currently at CPA SYNCED FINANCIAL located in Tampa, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

I am an owner and sole owner of a CPA firm Mitchell CPA Financial & Tax Advisory. I devote 30 hours to this position including 20 hours during trading hours. I am responsible for preparing and reviewing all types of tax returns, preparing payroll and bookkeeping.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Taylor Mitchell's 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

August 30, 2024 - Present

CPA SYNCED FINANCIAL

RIA

CRD#: 330284

TAMPA, FL

Past

December 13, 2022 - March 18, 2024

BJM FINANCIAL INC

RIA

CRD#: 322493

DULUTH, GA

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/30/2024)

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

State Security Law Exam

IAR

Series 65

Date: 8/13/2020

Uniform Investment Adviser Law Examination

Current Firm

CPA SYNCED FINANCIAL

CPA SYNCED FINANCIAL | CPA SYNCED FINANCIAL LLC

CRD#: 330284 / SEC#:

Florida

Registered Investment Advisory firm - (8/30/2024 Approved)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(859) 338-7392

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 2,426,897

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.

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John T. Mitchell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Taylor Mitchell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CPA SYNCED FINANCIAL

BJM FINANCIAL INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2020

Current Firm

CPA SYNCED FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CPA SYNCED FINANCIAL

TRUST BUT VERIFY

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