Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
28yrs
James Mitchell
Full name on record: James Michael Mitchell
Financial advisor at Voya Financial Advisors
James Mitchell has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Boston, Massachusetts. After five years at Brightplan and less than a year at Fidelity Personal and Workplace Advisors, James joined Voya Financial Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. James holds the CFP® designation.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 20% by experience in Boston
Office121 Seaport Boulevard 11th Floor, Boston, MA 02210
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$236,678
Advisors at the firm745
States licensed ?1 state
Services through Voya Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowVoya Financial Advisors, Inc.Current firm
- 2021 – 2026Brightplan LLCPreviously
- Jul 2018 – Aug 2018Fidelity Personal and Workplace AdvisorsPreviously
- 2005 – 2018Strategic Advisers LLCPreviously
Contact James
121 Seaport Boulevard 11th FloorBoston, MA 02210Office · Get directions Firm main line(800) 356-2906Headquarters: Voya Financial Advisors · Windsor, CT Firm websitewww.voya.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Voya Financial Advisors at (800) 356-2906 and ask for James Mitchell. James works from the Boston, MA office.
How long has James been a financial advisor?
James has been in the industry since 1999, about 28 years. Top 20% by experience in Boston.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Voya Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Osbon Capital Management
47yrs
Top 1% by experience in Boston
UBS Financial Services
47yrs
Top 1% by experience in Boston