Adam Jacques Mitchell

Employer firm

Tanager Wealth Management CRD 166084

$1.60B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2021 → 02/2026
  Fidelity Investments
  Raleigh, NC
• 02/2021 → 12/2021
  Pds Tech
  Goldsboro, NC
• 02/2019 → 02/2021
  Best Practices Construction Llc
  Goldsboro, NC
• 01/2018 → 02/2019
  Capcon Construction
  Sacramento, CA
• 08/2015 → 12/2017
  American River College
  Carmichael, CA
• 05/2017 → 10/2017
  Lowes Home Improvement
  Citrus Heights, CA
• 03/2025 → 02/2026
  Fidelity Investments
  Boston, MA
• 02/2026 → Present
  Tanager Wealth Management Llp
  London
• 04/2026 → Present
  Tanager Wealth Management Llp
  London

Previous Registrations

• 2025-03-31 → 2026-02-27
  Strategic Advisers Llc
  Raleigh, NC
  Cary, NC
  Cary, NC
  Durham, NC
  Boston, MA
• 2022-07-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-07-26
• S63 Uniform Securities Agent State Law Examination
  2022-05-05

Other Names

• Adam Jacques Mitchell
• Adam J Mitchell
• Adam Mitchell