UBS Financial Services
47yrs
Top 1% by experience in Atlanta
14yrs
Johnathan Mitchell
Full name on record: Johnathan Edwin Mitchell
Financial advisor at Truist Advisory Services
Based in Atlanta, Georgia, Johnathan Mitchell is a fiduciary financial advisor with 14 years of industry experience. Johnathan has been with Truist Advisory Services since 2021; before that, Johnathan spent three years at BB&t Securities and two years at BB&t Investment Services. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office3630 Peachtree Rd, NE Suite 250, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?2 states
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowTruist Advisory Services, Inc.Current firm
- 2018 – 2021BB&t Securities, LLCPreviously
- 2015 – 2018BB&t Investment Services, Inc.Previously
- Jul 2014 – Dec 2015Truist Investment Services, Inc.Previously
Questions to ask Johnathan
Tailored to Johnathan’s registration and firm.
- 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
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About Johnathan
How do I contact Johnathan?
Call Johnathan’s local office at (404) 264-6800 or the Truist Advisory Services main office at (800) 874-4770, and ask for Johnathan Mitchell.
How long has Johnathan been a financial advisor?
Johnathan has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Johnathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Johnathan a fiduciary?
Johnathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Johnathan paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Johnathan 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.
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