Jack R Mitchell

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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 → 06/2019
  Trustmark Bank
  Panama City, FL
• 07/2019 → 10/2020
  Iberia Bank
  Sarasota, FL
• 07/2019 → 11/2020
  Infinex Investments, Inc.
  Meriden, CT
• 09/2014 → 05/2020
  Florida International University
  Panama City, FL
• 03/2021 → 04/2023
  Raymond James And Associates, Inc.
  Sarasota, FL
• 11/2020 → 03/2021
  Revolution Technologies
  Melbourne, FL
• 05/2022 → 12/2022
  Embassy Suites
  Sarasota, FL
• 05/2023 → 11/2023
  Slagle Financial, Llc
  Panama City, FL
• 11/2023 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Destin, FL
• 03/2025 → Present
  Newedge Securities, Llc
  Pittsburgh, PA
• 03/2025 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2023-12-19 → 2025-03-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Destin, FL
• 2023-05-22 → 2023-11-17
  Slagle Financial, Llc.
  Panama City Beach, FL
  Edwardsville, IL
• 2022-01-21 → 2023-05-17
  Raymond James & Associates, Inc.
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-01-18

Other Names

• Jack Mitchell
• Jack Ryan Mitchell