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Mitchell Eric Hedlund

Advisor at J.P. Morgan Securities — Montrose, CA

Updated today

Credentials

Series 66

Experience

6 years

Location

Montrose, CA 91020

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,280

Across 3,607 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Mitchell Hedlund is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2019. Outside of his advisory role, he serves as a lacrosse coach for youth teams at Agoura High School and Calabasas High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on quantitative asset-allocation modeling and manager due diligence. The firm offers non-discretionary advisory services through a select group of wealth advisors.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Montrose, CA

2314 Honolulu Avenue

Montrose CA 91020

Advisors at this office

4

Most active in

California · Texas

Work history

6 years of industry experience

Agoura High School

2025 - Present • 1 year

Agoura Hills, CA

La Crescenta Lacrosse

2024 - 2025 • 1 year

Glendale, CA

J.P. Morgan Securities

2019 - Present • 7 years

Montrose, CA

JPMorgan Chase BAnk, N.A.

2019 - Present • 7 years

Montrose, CA

Amerihome LLC

2019 - 2019 • 1 year

Westlake Village, CA

Unemployed

2019 - 2019 • 1 year

Simi Valley, CA

Amerihome LLC

2018 - 2018 • 1 year

Woodland Hills, CA

Amerihome LLC

2017 - 2017 • 1 year

Woodland Hills, CA

California Polytechnic State University

2015 - 2019 • 4 years

San Luis Obispo, CA

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

Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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Ryan M

CFP®, Series 66

Pasadena, CA

Derive Wealth

Ryan Miyamoto is a CFP® with 21 years of industry experience and currently operates as the sole advisor at Derive Wealth in Pasadena, CA. His prior work includes a two-year tenure at StashClass LLC before focusing on Derive Wealth since 2016. Derive Wealth provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds and targeted satellite holdings, with a billing model based on fixed advisory fees rather than asset-based percentages.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Richard C

Series 65

Monrovia, CA

Diversified Financial Management Group, LLC

Richard Cornfield is a financial advisor with Diversified Financial Management Group, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Diversified Financial Management Group since 2010. In addition to his advisory role, he is involved in the sale of insurance company products. Diversified Financial Management Group is an independent registered investment adviser serving a broad clientele, including high-net-worth individuals, business owners, and clients nearing or in retirement. The firm recommends third-party portfolio managers and emphasizes asset-allocation strategies focused on capital preservation, while integrating financial planning and offering insurance and planning solutions such as life insurance, annuities, and life settlements.

Annuities General estate planning guidance College savings (529s, UTMA, etc.) Retirement income strategy Long-term care insurance
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