Austin James Mitchell
Investment adviser representative at Corient
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
18 years in the industry.
- CorientAug 2025 to now
- Corient Services LLCAug 2025 to now
- Raymond James Financial Services Advisors, Inc.Mar 2024 to Aug 2025
- Raymond James Financial Services, Inc.Mar 2024 to Aug 2025
- Northwestern Mutual Wealth Management CompanyJan 2016 to Mar 2024
- Northwestern Mutual Investment Services LLCSep 2009 to Feb 2024
- Northwestern Mutual Life Insurance CompanyJun 2008 to Feb 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 5543688
- Firm CRD
- 319448