J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
3yrs
Mitchell Crocker
Financial advisor at Mason & Associates
Mitchell Crocker is a fiduciary financial advisor in Los Angeles, California, with 3 years in the industry. Mitchell joined Mason & Associates in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Mason & Associates reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office7474 North Figueroa Street Suite 100, Los Angeles, CA 90041
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.09 million
Advisors at the firm8
States licensed ?1 state
Services through Mason & Associates
Financial planningInvestment management for individuals and small businessesChoosing 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 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowMason & Associates, Inc.Current firm
Contact Mitchell
(323) 254-3072Mason & Associates main office 7474 North Figueroa Street Suite 100Los Angeles, CA 90041Office · Get directions Firm websiteHTTP://WWW.MASONLIFEPLANNING.COM
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- 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 Mason & Associates at (323) 254-3072 and ask for Mitchell Crocker. Mitchell works from the Los Angeles, CA office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Mitchell hold?
Series 65. 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?
Mason & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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