Jesse T. Mitchell
Professional summary
Jesse Thomas Mitchell, who also goes by Jesse Mitchell, is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah and CREWE CAPITAL located in Salt Lake City, Utah.
Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jesse has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Thomas Mitchell's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 26, 2025 - Present
CREWE ADVISORS
Office #1: 650 S. Main Street Suite 700, Salt Lake City, UT 84101July 22, 2021 - Present
CREWE CAPITAL
Office #1: 650 S Main St Suite 777, Salt Lake City, UT 84101Primary Firm SEC Registration
CREWE ADVISORS
CRD#: 173920 / SEC#: 801-80723
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/12/2021)
(3/26/2025)
Exams
Series 79TO
Date: 7/21/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CREWE ADVISORS
CRD#: 173920 / SEC#: 801-80723
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,711 |
| AUM (Assets Under Management) | $ 2,512,342,970 |
Red Flags
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Company Information
CREWE ADVISORS
CRD#: 173920Salt Lake City, UT 84101TRUST BUT VERIFY
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