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Advisors / Florida / Palm Beach
12yrs

Justin Mitchell

Financial advisor at J.P. Morgan Securities

Justin Mitchell is a fiduciary financial advisor in Palm Beach, Florida, with 12 years in the industry. After five years at Synovus Securities and three years at Advice and Planning Services, Justin joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.

One of 249 advisors with offices in Palm Beach, and one of 240 fiduciaries.

Palm Beach, FL 33480Fiduciary advisor
Call the officeDirections

At a glance

Experience12 years (since 2014)
How that compares ?More experience than 59% of advisors at J.P. Morgan Securities
Office205 Royal Palm Way, Palm Beach, FL 33480
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states

Services through J.P. Morgan Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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. Jan 2025 – now
  2. 2020 – 2025
  3. 2017 – 2020
  4. Mar 2017 – Jun 2017
  5. Feb 2016 – Mar 2017
  6. Jul 2014 – Dec 2015
    MerrillPreviously

Questions to ask Justin

Tailored to Justin’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

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About Justin

How do I contact Justin?

Call Justin’s local office at (561) 838-8700 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Justin Mitchell.

How long has Justin been a financial advisor?

Justin has been in the industry since 2014, about 12 years. More experience than 59% of advisors at J.P. Morgan Securities.

What licenses does Justin hold?

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

Is Justin a fiduciary?

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

How is Justin paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Justin 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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