VON Adelung Wealth Management
37yrs
Top advisor by experience in Montrose
6yrs
Mitchell Hedlund
Full name on record: Mitchell Eric Hedlund
Financial advisor at J.P. Morgan Securities
Based in Montrose, California, Mitchell Hedlund is a fiduciary financial advisor with 6 years of industry experience. Mitchell has been with J.P. Morgan Securities since 2020. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 11 advisors with offices in Montrose, and one of 10 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2314 Honolulu Avenue, Montrose, CA 91020
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- 2020 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Mitchell
2314 Honolulu AvenueMontrose, CA 91020Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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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 J.P. Morgan Securities at (800) 999-2000 and ask for Mitchell Hedlund. Mitchell works from the Montrose, CA office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2020, about 6 years. 6 years in the industry.
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?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, 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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