Lee Jerome Mitchell

Advisor at Edward Jones — Laurel, MS Ms 15

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

23 years

Location

Laurel, MS 39440

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Lee Mitchell is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also the owner of Falcon Asset Management, an LLC, and is involved in aviation activities through The Bird Aviation, where he is president and a flight trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Laurel, MS Ms 15

1317 Ms 15 Ste C

Laurel MS 39440-0000

Advisors at this office

3

Most active in

Mississippi · Texas

Work history

23 years of industry experience

Edward Jones

2002 - Present • 24 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Laura C

Series 65

Laurel, MS

Element Wealth, LLC

Laura Cerra is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and is the owner of Laura Brame Cerra CPA, an accounting firm providing services to individuals and businesses. Element Wealth, LLC manages approximately $642 million and serves a diverse client base including individuals, retirement plans, trusts, and nonprofit organizations. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using a mix of relative strength, fundamental, and technical analysis to guide investment decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

James R

Series 63, Series 66

Laurel, MS

CreativeOne Securities, LLC

James Rasberry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Ameritas Investment Corp and Client One Securities, LLC, and has operated Rasberry Financial Services for over two decades. Outside of financial services, Rasberry is involved in several business ventures including ownership of a retail store selling American-made goods and participation on local economic development boards. He also appears occasionally on the HGTV show HOME TOWN. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
user avatar

Chandler C

Series 66

Laurel, MS

CreativeOne Securities, LLC

Chandler Carney is a financial advisor at CreativeOne Securities, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at First State Bank, Jones Logistics, FedEx Office, and the University of Mississippi. Outside of his financial services roles, Carney serves as a board member, league commissioner, and volunteer coach for the Laurel-Jones County Futbol Club, a recreational youth soccer league. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
user avatar

Michael A

ChFC®, Series 63

Laurel, MS

CreativeOne Securities, LLC

Michael Axton is a financial advisor at CreativeOne Securities, LLC with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Client One Securities, LLC and Ameritas Investment Corp, as well as maintaining his own firm, Michael J Axton CLU, ChFC and Associates, since 1983. Outside of his advisory work, he is involved in selling and servicing fixed insurance and life insurance products through separate independent business activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, offering discretionary and non-discretionary portfolio management alongside retirement-plan fiduciary services.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
user avatar

Casey B

Series 65, Series 66

Laurel, MS

Newedge Advisors

Casey Butts Sr. is an investment advisor representative at NewEdge Advisors with Series 65 and Series 66 credentials and two years of industry experience. His prior work includes roles at Sanderson Farms and Merrill. Outside of advising, he is a member and manager of two law firms, Wells Butts Law, PLLC and Casey L. Butts, Attorney at Law, PLLC. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and advisory programs supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Stephen M

Series 63, Series 65

Laurel, MS

Centaurus Financial, Inc.

Stephen Mccraw is a financial advisor with Centaurus Financial, Inc. in Laurel, MS, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Centaurus Financial since 2015 and has operated as a self-employed advisor since 1978. Outside of his advisory role, he is also licensed as an insurance agent, involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a range of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and third-party resources.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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