Stewardship Capital
44yrs
Top advisor by experience in Independence
17yrs
James Chad Mitchell
Financial advisor at State Farm Investment Management
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 63% of advisors at State Farm Investment Management
Office14901 E 42nd St S, Independence, MO 64055
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2018 – nowState Farm Investment Management Corp.Current firm
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 James
How do I contact James?
Call State Farm Investment Management at 800-447-0740 and ask for James Chad Mitchell. James works from the Independence, MO office.
How long has James been a financial advisor?
James has been in the industry since 2009, about 17 years. More experience than 63% of advisors at State Farm Investment Management.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask James 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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