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Advisors / Washington / Gig Harbor
20yrs

John Mitchell

Financial advisor at Morgan Stanley

John Mitchell has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Gig Harbor, Washington. John has been with Morgan Stanley since 2009; before that, John spent two years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 137 advisors with offices in Gig Harbor, and one of 132 fiduciaries.

Gig Harbor, WA 98335Fiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience20 years (since 2007)
How that compares ?More experience than 63% of advisors in Washington
Office2727 Hollycroft Street Suite 330, Gig Harbor, WA 98335
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states

Services through Morgan Stanley

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment 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.

Licenses

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

Series 66Uniform Combined State Law Examination

Career

  1. 2009 – now
    Morgan StanleyCurrent firm
  2. 2007 – 2009

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Morgan Stanley at (914) 225-5510 and ask for John Mitchell. John works from the Gig Harbor, WA office.

How long has John been a financial advisor?

John has been in the industry since 2007, about 20 years. More experience than 63% of advisors in Washington.

What licenses does John hold?

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

Is John a fiduciary?

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

How is John paid?

Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask John 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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