Jacob Mitchell

Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2017 → 05/2019
  Michigan State University
  East Lansing, MI
• 05/2018 → 08/2018
  Focus Financial Group
  Southfield, MI
• 01/2018 → 05/2019
  Westside Ymca
  Lansing, MI
• 03/2013 → 08/2017
  Gil Roys Hardware
  Flushing, MI
• 06/2019 → 03/2021
  Lpl Financial Llc
  Grand Rapids, MI
• 06/2019 → 03/2021
  Lake Michigan Credit Union
  Grand Rapids, MI
• 07/2021 → 01/2026
  Ally Invest Securities Llc
  Charlotte, NC
• 03/2021 → 07/2021
  Unemployed
  Royal Oak, MI
• 07/2021 → 01/2026
  Ally Invest Advisors
  Charlotte, NC
• 02/2026 → Present
  Missionsquare Wealth Management
  Washington, DC
• 02/2026 → Present
  Missionsquare Retirement
  Washington, DC

Previous Registrations

• 2021-10-07 → 2026-02-05
  Ally Invest Advisors
  Charlotte, NC
  Royal Oak, MI
  Detroit, MI
• 2019-10-30 → 2021-03-08
  Lpl Financial Llc
  Grand Rapids, MI
  Livonia, MI
  Kalamazoo, MI
  Muskegon, MI
  Wyoming, MI
  Kentwood, MI
  Lowell, MI
  Hudsonville, MI
  Muskegon, MI
  Grand Haven, MI
  Grand Rapids, MI
  Wyoming, MI
  Grand Rapids, MI
  White Lake, MI
  Caledonia, MI
  Kalamazoo, MI
  Grand Rapids, MI
  Saginaw, MI
  Schoolcraft, MI
  Jenison, MI
  Kalamazoo, MI
  Rochester Hills, MI
  Traverse City, MI
  Grand Rapids, MI
  Ravenna, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Holland, MI
  Grand Rapids, MI
  Rockford, MI
  Farmington Hills, MI
  Kalamazoo, MI
  Ann Arbor, MI
  Allendale, MI
  Troy, MI
  Grand Rapids, MI
  Wyoming, MI
  Byron Center, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Livonia, MI

Other Businesses

(1) MissionSquare. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Retirement Plans Specialist. Start Date: 02/02/2026. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8. (2) Name: Uber Technologies inc. Non-investment related. Nature of Business: Rideshare. Address: 2415 E. Lincoln Ave, Royal Oak, MI 48067 Position: Rideshare Driver. Start Date: 09/01/2025. Hours per month devoted to other business 0; during securities trading hours 0 Duties: Rideshare Driver (3) Name: JKE Investments, LLC. Non-investment related. Nature of Business: It is a Real Estate LLC to hold Real Estate investments. Address: 2415 E. Lincoln Ave Royal Oak, MI 48067. Position: Owner. Start Date: 03/01/2021. Hours per month devoted to other business 0 during securities trading hours 0. Duties: Owner.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-29

Other Names

• Jacob Steven Mitchell
• Jake Mitchell