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Jeffrey Houston Mitchell

Usi Advisors

Woburn, MA

Glastonbury, CT

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Current Employers
Usi Advisors

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-23
  • MA RA
    APPROVED
    Since 2025-09-23

Branch Locations

12 Gill Street Suite 5500, Woburn, MA 01801 • United States

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Milton MA 11/2018 04/2020
Nepc, Llc Boston MA 01/2009 11/2018
Amazon.cOm Dedham MA 04/2020 06/2020
Empower Andover MA 07/2020 11/2022
Moody's Waltham MA 11/2022 08/2023
Fiducient Advisors, Llc Wellesley MA 08/2023 11/2024
Usi Consulting Group Glastonbury CT 07/2025 Present
Usi Advisors Glastonbury CT 07/2025 Present
Unemployed Milton MA 11/2024 07/2025
  • 11/2018 → 04/2020
    Unemployed
    Milton, MA
  • 01/2009 → 11/2018
    Nepc, Llc
    Boston, MA
  • 04/2020 → 06/2020
    Amazon.cOm
    Dedham, MA
  • 07/2020 → 11/2022
    Empower
    Andover, MA
  • 11/2022 → 08/2023
    Moody's
    Waltham, MA
  • 08/2023 → 11/2024
    Fiducient Advisors, Llc
    Wellesley, MA
  • 07/2025 → Present
    Usi Consulting Group
    Glastonbury, CT
  • 07/2025 → Present
    Usi Advisors
    Glastonbury, CT
  • 11/2024 → 07/2025
    Unemployed
    Milton, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-07-27
  • S63 Uniform Securities Agent State Law Examination
    2020-07-27
Designations

View on SEC IAPD

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