Morgan Stanley
45yrs
Top advisor by experience in San Rafael
1yr
Talyn Mitchell
Financial advisor at J.P. Morgan Securities
Talyn Mitchell has worked in the financial industry for 1 year and is a fiduciary financial advisor based in San Rafael, California. After a year at Equitable Advisors, Talyn joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 427 advisors with offices in San Rafael, and one of 363 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1299 4th St, Suite 100, San Rafael, CA 94901
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
- Apr 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Sep 2025 – Apr 2026Equitable Advisors, LLCPreviously
Questions to ask Talyn
Tailored to Talyn’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Talyn
How do I contact Talyn?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Talyn Mitchell. Talyn works from the San Rafael, CA office.
How long has Talyn been a financial advisor?
Talyn has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Talyn hold?
Series 66. Tap any license on this page to see what it allows.
Is Talyn a fiduciary?
Talyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Talyn paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Talyn 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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