Joel David Mitchell
Financial advisor at Raymond James Financial Services Advisors
At a glance
Services through Raymond James Financial Services Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2006 – 2025Edward JonesPreviously
- Jul 2006 – Aug 2006D.a. Davidson & Co.Previously
Questions to ask Joel
Tailored to Joel’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
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.