Jacob Mitchell
Investment adviser representative at Missionsquare Retirement
13 yearsExperience
1 stateRegistered in
$6.3BFirm assets
43 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Missionsquare RetirementFeb 2026 to now
- Missionsquare Wealth ManagementFeb 2026 to now
- Ally Invest AdvisorsJul 2021 to Jan 2026
- Ally Invest Securities LLCJul 2021 to Jan 2026
- UnemployedMar 2021 to Jul 2021
- Lake Michigan Credit UnionJun 2019 to Mar 2021
- LPL Financial LLCJun 2019 to Mar 2021
- Focus Financial GroupMay 2018 to Aug 2018
- Westside YmcaJan 2018 to May 2019
- Michigan State UniversityJan 2017 to May 2019
- Gil Roys HardwareMar 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Missionsquare Retirement
Legal name: International City Management Association Retirement Corporation
$6.3BAssets managed
40,527Clients
132Advisers
43 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
- 6952082
- Firm CRD
- 108783