Jesse Mitchell
Advisor at Crewe Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Crewe Advisors
Location
Salt Lake City, UT 84101
Credentials
Series 63, Series 65
Industry experience
4 years
About
Jesse Mitchell is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Crewe Capital since 2020 and previously worked in the automotive and telecommunications industries. From 2014 to 2016, he was affiliated with The Church of Jesus Christ of Latter-day Saints. Crewe Advisors provides discretionary portfolio management and financial planning services to individual clients, business entities, private funds, charitable organizations, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis to manage accounts, including those involving complex strategies and private funds.
Client services
Based on Crewe Advisors
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Crewe Advisors
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Wealth management
Fee options
Financial planning fees negotiated between $6,000 and $150,000
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
$250 - $500 per hour
Performance fee of 5% payable to affiliated manager of private fund, but waived for CA clients investing in the Fund; conflicts disclosed.
Account minimum: $2,000,000
Location
650 S. Main Street, Suite 700
Salt Lake City, UT 84101
Most active in
Jesse M has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Crewe Capital
2020 - Present (6 years)
Kentson Car Company
2018 - 2020 (2 years)
Spring Mobile Communications
2017 - 2018 (1 year)
Unemployed
2016 - 2017 (1 year)
The Church of Jesus Christ of Latter-day Saints
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
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Cottonwood Heights, UT
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Ronald M
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Cottonwood Heights, UT
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Andrew M
Series 65
Millcreek, UT
Affinity Financial, LLC
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