Mitchell Joseph Oldewurtel
Investment adviser representative at Private Client Services, LLC
14 yearsExperience
2 statesRegistered in
$1.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Private Client Services, LLCSep 2023 to now
- M.S. HowellsFeb 2021 to Sep 2023
- Msh Capital Advisors LLC dba Silverleaf Wealth AdvisoryFeb 2021 to Sep 2023
- Raymond James & Associates, IncNov 2018 to Feb 2021
- J.P. Morgan Securities LLCOct 2012 to Nov 2018
- JP Morgan Chase Bank, NAJun 2012 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, ID).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4017598
- Firm CRD
- 120222