Jamie
Mitchell
Sym Financial Advisors
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About this Advisor
Jamie Mitchell is a financial advisor based in Fort Wayne, Indiana, working with Sym Financial Advisors. Jamie has previously held positions at Sym Financial Advisors and Baden Retirement Plan Services A/K/A Ascensus Consulting. Jamie has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Jamie is part of Sym Financial Advisors, which operates out of Fort Wayne, Indiana. The firm has 4 offices and 75 employees. The firm manages assets totaling $4.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sym Financial Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sym Financial Advisors Brokerage Details
$4,055,387,303
75
5,346
$758,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jamie Mitchell Work History
Sym Financial Advisors
Baden Retirement Plan Services A/K/A Ascensus Consulting
Disclosures
Please visit the SEC profile of Jamie Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sym Financial Advisors
Winona Lake, IN
Winona Lake, IN
Fort Wayne, IN
Winona Lake, IN
Winona Lake, IN
Midland, MI
Fort Wayne, IN
Winona Lake, IN
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