Joseph Parker Mitchell

Employer firm

Oxford Financial Group, Ltd CRD 105303

$23.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 10/2021
  Berman Capital Advisors, Llc
  Atlanta, GA
• 10/2021 → 05/2022
  Cresset Asset Management, Llc
  Atlanta, GA
• 05/2022 → 03/2023
  Bessemer Trust
  Atlanta, GA
• 03/2023 → Present
  Oxford Financial Group, Ltd.
  Atlanta, GA

Previous Registrations

• 2021-10-05 → 2022-05-13
  Cresset Asset Management, Llc
  Atlanta, GA
  Chicago, IL
• 2016-07-05 → 2021-10-19
  Berman Capital Advisors, Llc
  Atlanta, GA
• 2011-10-28 → 2013-07-02
  Crawford Investment Counsel Inc
  Atlanta, GA
• 2007-01-09 → 2011-08-29
  Charles Schwab & Co., Inc.
  Washington, DC
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-11-07
• S66 Uniform Combined State Law Examination
  2007-01-08

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Parker Mitchell