Jeremy R Mitchell
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyAug 2025 to now
- UnemployedJun 2025 to Aug 2025
- Howden ReNov 2023 to Jun 2025
- Fidelity Brokerage Services LLCMay 2020 to Oct 2023
- UnemployedFeb 2020 to Apr 2020
- Thrivent Investment Management IncJun 2019 to Feb 2020
- University of MinnesotaJan 2018 to May 2019
- Normandale Community CollegeAug 2015 to Jan 2018
- Gear West AlpineNov 2014 to Jan 2019
- Orono Public SchoolsOct 2014 to Feb 2017
- Wazyata Community ChurchJun 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7091618
- Firm CRD
- 149777