Get to Know
Jack Mitchell

Jack-Mitchell

Jack Mitchell Servicing Advisor

Jack handles client requests and helps us prepare for client reviews. He also makes sure any outstanding client requests are taken care of in a timely manner and assists with the daily operations of our administrative office.

Jack lives in Santa Rosa Beach, FL and graduated from Florida International University with a degree in Business Administration. He holds his Series 7, Series 66, and Life and Health Insurance Licenses. In his spare time, he enjoys spending time with family and friends, playing golf, and watching sports.

Fun Facts about Jack

Favorite Holiday? My favorite Holiday is Christmas because it is a time of joy and spending time with family.

Best piece of financial advice you’ve ever received? Markets are never wrong - opinions are.

Role Model? I admire both my father and mother who have been great role models for myself and my siblings.