This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MISSIONSQUARE RETIREMENT

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 29, 2019

First registration

Oct 30, 2019

Dual registered

yes, broker-dealer

Other names

Jacob Steven Mitchell|Jake Mitchell

IAPD individual key

6952082

• Occurred

  Feb 5, 2026
  Advisor changed firm

  Jacob Mitchell left Ally Invest Advisors for Missionsquare Retirement (registered 2026-02-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6cc62375-ce5c-73b1-13a4-2ac1a5a95377

First observed

Oct 30, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.