Mitchell Icard
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesDec 2023 to now
- UnemployedMay 2023 to Dec 2023
- Mann MortgageNov 2022 to May 2023
- First FedNov 2019 to Nov 2022
- Bank of the WestApr 2018 to Sep 2019
- State FarmJan 2018 to Apr 2018
- Wildcat ContractingSep 2017 to Jan 2018
- UnemployedAug 2017 to Jan 2018
- Community Sailing of ColoradoApr 2017 to Jan 2019
- UnemployedNov 2016 to Apr 2017
- Key BankMay 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6625352
- Firm CRD
- 250