Jacob Mitchell

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-12-05

MO RA
APPROVED

Since 2025-12-05

Branch Locations

6250 Howdershell Rd, Hazelwood, MO 63042 • United States

29905 Middlebelt Rd, Farmington Hills, MI 48334 • 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

Organization	City	State	From	To
Lincoln Investment	Fort Washington	PA	05/2025	Present
Wild M Brands, Llc	Chesterfield	MO	03/2023	Present
Spinesource, Inc	Chesterfield	MO	01/2021	12/2024
The Axe House	Columbia	MO	03/2019	12/2019
Gavilon Grain	Cora	IL	06/2019	07/2019
University Of Missouri - Columbia	Columbia	MO	08/2017	12/2020
Carl Thoenen/Lincoln Investment	Hazelwood	MO	05/2018	08/2018
Summit All Seasons Market	Kirkwood	MO	05/2020	12/2020
Westminster Christian Academy	Town & Country	MO	08/2015	05/2017

05/2025 → Present

Lincoln Investment

Fort Washington, PA
03/2023 → Present

Wild M Brands, Llc

Chesterfield, MO
01/2021 → 12/2024

Spinesource, Inc

Chesterfield, MO
03/2019 → 12/2019

The Axe House

Columbia, MO
06/2019 → 07/2019

Gavilon Grain

Cora, IL
08/2017 → 12/2020

University Of Missouri - Columbia

Columbia, MO
05/2018 → 08/2018

Carl Thoenen/Lincoln Investment

Hazelwood, MO
05/2020 → 12/2020

Summit All Seasons Market

Kirkwood, MO
08/2015 → 05/2017

Westminster Christian Academy

Town & Country, MO

Other Businesses

Wild M Brands, LLC Position: Co-Founder, Member, Investor Nature: Manufacturing & Consumer Product Sales Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 3/7/2023 Address: 17826 Edison Ave Chesterfield, MO 63005 Description: Managing day to day operations and manufacturing partners Carl Thoenen Position: Sales Assistant Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 6/1/2025 Address: 6250 Howdershell Road Hazelwood, MO 63042 Description: Assist the advisor in back office responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-04

S66 Uniform Combined State Law Examination

2025-12-04

View on SEC IAPD