James P Mitchel
Investment adviser representative at Fisher Investments
18 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
Are you James P Mitchel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Fisher InvestmentsMar 2026 to now
- Citibank NASep 2021 to Mar 2026
- New York Life InvestmentsFeb 2008 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 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
- 6521883
- Firm CRD
- 107342