Joena Mitchell's Location
United States
Joena Mitchell's Work
- Founder and President @ JBM Advisors
- Co-Chair, Private Client Group Diversity and Inclusion Committee @ Raymond James
- Vice President, Administration and Risk, RIA and Custody Services @ Raymond James
- Director, Risk Management, Investment Advisors Division @ Raymond James
- Assistant Regional Director, Investment Advisors Division @ Raymond James
- Assistant Vice President, Securities Based Lending @ Raymond James
- Project Analyst @ Raymond James
- Due Diligence Officer @ Raymond James
- Retirement Specialist @ T. Rowe Price
- Intern @ Executive Office of the Governor
Joena Mitchell's Education
- Stetson University College of Law
Juris Doctor
2012 - 2015 - University of South Florida
M.S
2008 - 2010 - University of South Florida - College of Business Administration
B.S.
1999 - 2003
- Palm Harbor University High School1995 - 1999
Joena Mitchell's Skills
- Series 7
- Mutual Funds
- Series 63
- Investments
- Wealth Management
- Strategic Financial Planning
- Asset Allocation
- Securities
- Investment Strategies
- Retirement Planning
Joena Mitchell's Summary
Joena Mitchell, based in United States, is currently a Founder and President at JBM Advisors, bringing experience from previous roles at Raymond James. Joena Mitchell holds a 2012 - 2015 Juris Doctor @ Stetson University College of Law. With a robust skill set that includes Series 7, Mutual Funds, Series 63, Investments, Wealth Management and more, Joena Mitchell contributes valuable insights to the industry. Joena Mitchell has 4 emails on RocketReach.
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