Joseph Anthony Mitchell

Employer firm

Consortium Private Wealth LLC CRD 325038

$650.4K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2011 → 08/2023
  Prudential Insurance Company Of America
  Metairie, MS
• 08/2011 → 08/2023
  Pruco Securities, Llc.
  Metairie, MS
• 10/2023 → Present
  The Consortium, Llc
  Mandeville, LA
• 01/2024 → Present
  Consortium Private Wealth Llc
  Mandeville, LA

Previous Registrations

• 2011-09-06 → 2023-08-11
  Pruco Securities, Llc.
  Ridgeland, MS
  Omaha, NE
  Ridgeland, MS
  Metairie, LA
• 2008-11-06 → 2010-01-12
  Capital One Financial Advisors Llc
  Melville, NY
  New Orleans, LA

Exams

• S66 Uniform Combined State Law Examination
  2006-02-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jay Mitchell