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Advisors / Mississippi / Jackson
3yrs

Nicholas Mitchell

Financial advisor at State Farm Investment Management

Nicholas Mitchell has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Jackson, Mississippi. Nicholas joined State Farm Investment Management in 2024, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.

One of 128 advisors with offices in Jackson, and one of 116 fiduciaries.

Jackson, MS 39216Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1425 Lakeland Dr Suite 100f, Jackson, MS 39216
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Nicholas

Tailored to Nicholas’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Nicholas

How do I contact Nicholas?

Call Nicholas’s local office at (601) 982-1982 or the State Farm Investment Management main office at (800) 447-0740, and ask for Nicholas Mitchell.

How long has Nicholas been a financial advisor?

Nicholas has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Nicholas hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Nicholas a fiduciary?

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

How is Nicholas paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Nicholas 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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