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Jeff M

Series 63, Series 65

Mitchellville, MD

JRM Capital Management Inc.

Jeff Mitchell is the principal of JRM Capital Management Inc., an independent advisory firm based in Mitchellville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding JRM Capital Management in 2003, he has been associated with Lifemark Securities Corp. since 2009. JRM Capital Management provides investment advisory and financial planning services to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs both fundamental and quantitative analysis to manage portfolios across various asset classes and offers specialized pension consulting services alongside unique engagement models such as performance-based fees and subscription publications.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Retired
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