Chief Compliance Officer and Chief Operations Officer · Fiduciary Counselling Inc
Jason K. Mitchell
CRD 5859466 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Fiduciary Counselling Inc, an SEC-registered wealth manager based in St Paul, MN with $10.1 billion in regulatory assets, lists Jason K. Mitchell on its Form ADV as Chief Compliance Officer and Chief Operations Officer, a control person. The SEC filings also name Jason at 1 other registered adviser.
Firms and roles
- Fiduciary Counselling IncChief Compliance Officer and Chief Operations OfficerWealth manager · St Paul, MN · $10B in regulatory assets
- Clearwater Management Co., Inc.Chief Compliance OfficerAsset manager · St Paul, MN · $4.7B in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (19)
- Ann B. BurnsDirector, Fiduciary Counselling Inc
- Steven B. WeinsteinDirector, Fiduciary Counselling Inc
- James G. CastellanoDirector, Fiduciary Counselling Inc
- Shari L. CliffordChief Financial Officer, Fiduciary Counselling Inc
- Andrew E. LangChief Investment Officer, Fiduciary Counselling Inc
14 more people named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.