D.A. Davidson & Co.
46yrs
Top 1% by experience in Roseville
12yrs
Mitchell Howard
Financial advisor at Edward Jones
Mitchell Howard is a fiduciary financial advisor in Roseville, California, with 12 years in the industry. After a year at Northwestern Mutual Investment Services and five years at Charles Schwab & CO., Mitchell joined Edward Jones in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Mitchell holds the CFP® designation.
One of 644 advisors with offices in Roseville, and one of 607 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 56% of advisors at Edward Jones
Office8150 Sierra College Blvd Suite 190, Roseville, CA 95661
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEdward JonesCurrent firm
- Feb 2021 – Oct 2021Northwestern Mutual Investment Services, LLCPreviously
- 2015 – 2021Charles Schwab & CO., Inc.Previously
- Oct 2014 – Jun 2015Edward JonesPreviously
Questions to ask Mitchell
Tailored to Mitchell’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
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About Mitchell
How do I contact Mitchell?
Call Mitchell’s local office at (916) 945-2516 or the Edward Jones main office at (314) 515-2000, and ask for Mitchell Howard.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2014, about 12 years. More experience than 56% of advisors at Edward Jones.
What licenses does Mitchell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mitchell 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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