John Mitchell
JM Tax & Financial · Tega Cay, South Carolina
John Mitchell is a fee-only financial advisor at JM Tax & Financial in Tega Cay, South Carolina. JM Tax & Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | JM Tax & Financial |
|---|---|
| Based in | Tega Cay, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.5M across 48 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 4866138 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- JM Tax & Financial's average account is about $93,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about John
Is John Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and JM Tax & Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, JM Tax & Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Mitchell based?
John Mitchell is based in Tega Cay, South Carolina.
Is John Mitchell registered with the SEC?
Yes. John Mitchell is registered as an investment adviser representative in SC and TX (CRD 4866138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JM Tax & Financial manage?
JM Tax & Financial reports $4.5M across 48 accounts in assets under management.
How do I contact John Mitchell?
Contact details aren't on file yet. Search for JM Tax & Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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