Jarad Byram Mitchell

Employer firm

Saxony Capital Management, LLC CRD 122692

$368M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 03/2018
  Scottrade, Inc.
  St. Louis, MO
• 01/2019 → Present
  Patrick Capital Markets, Llc
  St. Louis, MO
• 04/2018 → 12/2018
  Us Bank
  St. Louis, MO
• 01/2019 → Present
  Saxony Capital Management
  St. Louis, MO

Previous Registrations

• 2017-04-19 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO
• 2008-05-20 → 2013-12-06
  National Pension & Group Consultants, Inc
  Valley Park, MO
  Kansas City, MO
• 2008-02-22 → 2008-05-05
  Retirement Income Advisors, Llc
  St. Peters, MO

Other Businesses

Alliance Resource Partners, LP, Not Investment related, 1146 Monarch Street, Lexington KY 40513, Coal Mining, Limited Partner, 2015, 0 hours during trading, Coal Mining rights.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-15
• S63 Uniform Securities Agent State Law Examination
  2005-03-11

Other Names

• Jarad B Mitchell
• Jarad Byrum Mitchell