Mitchell Icard

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2014 → 11/2016
  Key Bank
  Fort Collins, CO
• 12/2023 → Present
  Edward Jones
  St Louis, MO
• 11/2016 → 04/2017
  Unemployed
  Denver, CO
• 04/2017 → 01/2019
  Community Sailing Of Colorado
  Boulder, CO
• 08/2017 → 01/2018
  Unemployed
  Denver, CO
• 01/2018 → 04/2018
  State Farm
  Denver, CO
• 04/2018 → 09/2019
  Bank Of The West
  Denver, CO
• 11/2019 → 11/2022
  First Fed
  Silverdale, WA
• 11/2022 → 05/2023
  Mann Mortgage
  Bellevue, WA
• 05/2023 → 12/2023
  Unemployed
  Indianola, WA
• 09/2017 → 01/2018
  Wildcat Contracting
  Littleton, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-02-22

Other Names

• Mitchell Icard
• Mitchell Brian Icard