Unclaimed Profile

Jonathan Mendel Gillett

MISSION CAPITAL MANAGEMENT, LLC·FRANKLIN, Tennessee

Series 65Clean record20 years registeredMISSION CAPITAL MANAGEMENT, LLC

106 MISSION COURT, FRANKLIN, TN 37067CRD# 5049335Firm CRD# 137715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Mendel Gillett · FRANKLIN, TN

Registration

CRD #5049335 · MISSION CAPITAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WILCO FINANCIAL, LLC

Jan 2025 – present

WILCO FINANCIAL, LLC

Jan 2024 – Dec 2024

COLLEGE GROVE, TN

ANSON ANALYTICS

Jun 2023 – Jul 2023

College Grove, TN

MISSION CAPITAL MANAGEMENT, LLC

Feb 2007 – Sep 2014

FRANKLIN, TN

MISSION CAPITAL MANAGEMENT, LLC

Dec 2005 – Dec 2006

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 2, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MISSION CAPITAL MANAGEMENT, LLC

CRD 137715 · SEC 801-72135

AUM

$51M

Regulatory assets under management

Employees

928 client accounts

Services offered by MISSION CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MISSION CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Mendel Gillett offer?

Jonathan Mendel Gillett specializes in Investment Management, Fee-Only Advisory. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Jonathan Mendel Gillett's credentials?

Jonathan Mendel Gillett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Mendel Gillett located?

Jonathan Mendel Gillett is based in FRANKLIN, Tennessee, working with MISSION CAPITAL MANAGEMENT, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Jonathan Mendel Gillett charge for services?

Jonathan Mendel Gillett'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 MISSION CAPITAL MANAGEMENT, LLC?

MISSION CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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