Jack Thomas Mitchell

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 07/2018 → 12/2018
  Morgan Stanley
  Orland Park, IL
• 06/2017 → 09/2017
  The Privatebank And Trust Company
  Chicago, IL
• 06/2016 → 09/2016
  David Gomez And Associates Inc.
  Oak Brook, IL
• 09/2017 → 06/2018
  University Of Notre Dame
  South Bend, IN
• 09/2016 → 06/2017
  University Of Notre Dame
  South Bend, IN
• 09/2015 → 06/2016
  University Of Notre Dame
  South Bend, IL
• 06/2018 → 07/2018
  Unemployed
  Naperville, IL
• 09/2018 → 12/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2018 → 06/2021
  Ab Bernstein
  Boston, MA
• 06/2021 → Present
  Raymond James & Associates Inc,
  Boston, MA

Previous Registrations

• 2019-02-22 → 2021-06-18
  Alliancebernstein L.P.
  Boston, MA
• 2018-09-21 → 2018-12-06
  Morgan Stanley
  Orland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-09-21