Meridian Wealth Management
47yrs
Top advisor by experience in Lexington
13yrs
Patrick Mitchell
Financial advisor at Fifth Third Securities
Patrick Mitchell is a fiduciary financial advisor in Lexington, Kentucky, with 13 years in the industry. After eight years at J.P. Morgan Securities and a year at Edward Jones, Patrick joined Fifth Third Securities in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 621 advisors with offices in Lexington, and one of 568 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors at Fifth Third Securities
Office2365 Remington Dr, Lexington, KY 40511
How the firm is paid ?Percent of assets
Typical client at the firm ?$230,450
Advisors at the firm1,009
States licensed ?1 state
Services through Fifth Third Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther 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
- 2023 – nowFifth Third Securities, Inc.Current firm
- 2015 – 2023J.P. Morgan Securities LLCPreviously
- Jan 2014 – May 2015Edward JonesPreviously
Contact Patrick
(888) 889-1025Firm headquarters in Cincinnati, OH. Ask for Patrick. 2365 Remington DrLexington, KY 40511Office · Get directions LinkedIn pageFifth Third Securities
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Fifth Third Securities at (888) 889-1025 and ask for Patrick Mitchell. Patrick works from the Lexington, KY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2013, about 13 years. More experience than 50% of advisors at Fifth Third Securities.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Patrick 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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