Eric Wayne Mitchen

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2009 → 01/2018
  Raymond James Financial Services,Inc
  Baton Rouge, LA
• 01/2018 → 08/2025
  Avantax Investment Services, Inc.
  Baton Rouge, LA
• 02/2022 → 08/2025
  Avantax Advisory Services
  Baton Rouge, LA
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Baton Rouge, LA
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Baton Rouge, LA

Previous Registrations

• 2022-02-25 → 2025-09-03
  Avantax Advisory Services
  Baton Rouge, LA

Other Businesses

1) Name of Business: Mitchen Wealth Management, LLC Address: 4757 Millwood Dr, Baton Rouge, LA, 70817-5029, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Associate/Employee Investment Related: No Start Date: 01/01/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the DBS/Support Company now affiliated with Raymond James. My role is all the investment services expected from a financial planning firm including talking with clients, portfolio reviews, financial planning, placing trades, etc. (2) Name of Business: Richard E Mitchen, LLC Address: 4757 Millwood Dr, Baton Rouge, LA, 70817-5029, United States Activity Type: Tax Preparation Position/Title: Bookkeeper Investment Related: No Start Date: 01/01/2009 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax return preparation (3) Name of Business: University Laboratory Cub Club Address: 45 Dalrymple Dr, Baton Rouge, LA, 70803, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 07/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My role is to attend meetings and ensure that budgets are followed.

Designations

• Certified Financial Planner