ChooseAFinancialAdvisor.com
Advisors / Washington / Spokane
20yrs

Joel David Mitchell

Financial advisor at Raymond James Financial Services Advisors

Spokane, WA 99205CFP®ChFCFiduciary advisor

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Washington
Office5503 N Wall Street Suite #1, Spokane, WA 99205
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state

Services through Raymond James Financial Services Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
    Raymond James Financial Services Advisors, Inc.Current firm
  2. 2006 – 2025
    Edward JonesPreviously
  3. Jul 2006 – Aug 2006
    D.a. Davidson & Co.Previously

Questions to ask Joel

Tailored to Joel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Joel

How do I contact Joel?

Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Joel David Mitchell. Joel works from the Spokane, WA office.

How long has Joel been a financial advisor?

Joel has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Washington.

What licenses does Joel hold?

Series 66. Tap any license on this page to see what it allows.

Is Joel a fiduciary?

Joel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Joel paid?

Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Joel for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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