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Jeff Mitchell, Associate Manager serving the Bellevue, WA area - Ameriprise Advisors

Jeff Mitchell

Associate Manager

Managing Director
Legacy 29 Wealth Advisors

An Ameriprise Private Wealth Advisor

35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 35 reviews
See disclosures

EMAIL
PHONE
BUSINESS MOBILE
425.585.2341
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits

Awards & recognition

  • Ameriprise Circle of Success, 2024
  • Legacy 29 Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 -2025
  • AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Five Star Wealth Manager, Washington state, 2018 - 2020, 2022 - 2024
  • Legacy 29 Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2024
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Previous experience

  • Senior Financial Advisor, D.A. Davidson Companies, 2008 - 2017
  • Director, Institutional Sales & Seattle Office Manager, Washington Mutual Saving Bank, 2002 - 2007
  • Vice President & Manager Proprietary Mortgage Trading Group, Seattle-Northwest Securities Corp., 1996 - 2000
  • Mortgage Trader, Stephens Inc., 1989 - 1996

Community participation

Interests

I am have been married to my wife Rhonda for 33 years

We have five children: four sons and one daughter - ages 32, 31, 28, 27 and 24

We reside in North Bend, Washington

We love football as all 4 sons played in college & 2 are currently coach high school teams.

I enjoy traveling, spending time with my family, fine dining, fly fishing, and watching college & pro football.

My photos

7 albums
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Honored to be recognized in Forbes

All of us at Legacy 29 Wealth Advisors are honored to share that our team was included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Connect with us

Jeff Mitchell may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #4252928

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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