Team

J. Mitchell & Associates has been serving the San Diego community for more than two decades. James and his team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. "It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach," said James Mitchell. "We can help identify potential roadblocks and uncover hidden opportunities."

James Mitchell

President & CEO

555-444-5678

555-444-5566

[email protected]

James started J. Mitchell in 2001 with a commitment to helping people with their personal finances. He graduated from Stanford University in 1989 and completed his graduate work at Boston University in 1992. Mr. Mitchell professional...

Daniel Baker

Senior Vice President

(555) 444-5678

(555) 444.5678

[email protected]

Daniel joined J. Mitchell & Associates in 2004 after spending several years with other leading financial institutions. He oversees the firm's investment portfolios and works closely with various research institutions. Daniel is a...

Cecilie Sanchez

Vice President, Compliance & Operations

(555) 444.5678

[email protected]

Cecilie joined J. Mitchell & Associates in 2008. She graduated from Stanford University with a B.A. in Economics. Janice's professional designations include FINRA Series 7 and 24. She started working in financial services in 1998 and...

Aditya Khatri

Administrative Assistant

(555) 444.5678

[email protected]

Aditya joined with firm in 2011 after graduating from the University of Southern California. She is frequently the first voice you hear when you call J. Mitchell & Associates, and plays an instrumental role in working with our clients....

Have a Question?

Name

Address

Question

Thank you!

Oops!