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Richard S Jones

MITCHELL CAPITAL MANAGEMENT CO·LEAWOOD, Kansas
Series 65Clean record27 years registeredMITCHELL CAPITAL MANAGEMENT CO
11460 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211-7822CRD# 2289407Firm CRD# 106338

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard S Jones · LEAWOOD, KS
Registration
CRD #2289407 · MITCHELL CAPITAL MANAGEMENT CO · 27 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MITCHELL CAPITAL MANAGEMENT CO
Jun 1999Aug 2021
LEAWOOD, KS
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 14, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MITCHELL CAPITAL MANAGEMENT CO
CRD 106338 · SEC 801-29318
AUM
$763M
Regulatory assets under management
Employees
9
740 client accounts
Services offered by MITCHELL CAPITAL MANAGEMENT CO
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Richard S Jones offer?
Richard S Jones specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.
What are Richard S Jones's credentials?
Richard S Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard S Jones located?
Richard S Jones is based in LEAWOOD, Kansas, last registered with MITCHELL CAPITAL MANAGEMENT CO.
How does Richard S Jones charge for services?
Richard S Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MITCHELL CAPITAL MANAGEMENT CO?
MITCHELL CAPITAL MANAGEMENT CO has approximately 9 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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