James Michael Mitchell

Current Employers

Employment History

• 11/1998 → 06/2021
  Fidelity Brokerage Services, Inc.
  Merrimack, NH
• 07/2018 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 07/2021 → 02/2026
  Brightplan, Llc
  San Jose, CA
• 02/2026 → Present
  Voya Financial Advisors
  Boston, MA

Previous Registrations

• 2021-08-24 → 2026-03-06
  Brightplan Llc
  Milford, NH
  San Jose, CA
• 2018-07-13 → 2018-08-29
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2005-06-20 → 2018-07-13
  Strategic Advisers Llc
  Merrimack, NH
  Smithfield, RI
  Merrimack, NH

Other Businesses

RENTAL PROPERTY POSITION: Co-Owner NATURE: I own two AirBnB rental properties with my spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: Milford NH 03055, United States DESCRIPTION: None - Spouse runs the books and handles the delegation of management. RENTAL PROPERTY (2) POSITION: Co-Owner NATURE: I own two AirBnB seasonal rental properties with my spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: Milford NH 03055, United States DESCRIPTION: None, my spouse runs the books and handles the delegation of management HORIZONS AGING JOURNEY POSITION: Co-Owner NATURE: Education support for those helping their aging parents. Not currently earning any income. Passion project for me to help others who are in my situation; caring for my aging parents. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2025 ADDRESS: 54 Clark Road, Milford NH 03055, United States DESCRIPTION: Consult on direction of Horizons. Time spent on the weekends.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-14
• S63 Uniform Securities Agent State Law Examination
  1999-03-04

Designations

Other Names

• Jim Mitchell