Joseph Donald Mitchell

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

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

• 08/1984 → 07/2019
  The Ayco Corporation
  Latham, NY
• 07/2019 → 12/2020
  Self-Employed
  Albany, NY
• 01/2021 → 09/2025
  Graypoint Llc (Fka Jnb Advisors)
  Albany, NY
• 09/2025 → Present
  Cerity Partners
  New York, NY

Previous Registrations

• 2021-12-02 → 2025-10-03
  Graypoint Llc
  Albany, NY

Other Businesses

1) Catholic Charities of Albany Not Investment Related 10 South Main St. Albany NY Nonprofit Board Member 7/1/2025~6 hrs/quarter devoted during securities trading hours 2 hrs/month devoted outside of securities trading hours Discuss business matters related to the non-profit organization

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01
• S63 Uniform Securities Agent State Law Examination
  1986-03-01

Other Names

• Joseph D Mitchell