Jeffrey Houston Mitchell
Investment adviser representative at Usi Advisors
17 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$56.3BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Usi AdvisorsJul 2025 to now
- Usi Consulting GroupJul 2025 to now
- UnemployedNov 2024 to Jul 2025
- Fiducient Advisors, LLCAug 2023 to Nov 2024
- Moody'sNov 2022 to Aug 2023
- EmpowerJul 2020 to Nov 2022
- Amazon.comApr 2020 to Jun 2020
- UnemployedNov 2018 to Apr 2020
- Nepc, LLCJan 2009 to Nov 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Usi Advisors
Legal name: Usi Advisors, Inc.
$56.3BAssets managed
1,353Clients
72Advisers
27 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
- 7269698
- Firm CRD
- 108113