Raymond James welcomes Washington financial advisor managing $225 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Joel Mitchell to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Spokane, Washington, according to Sanjiv Shukla, Western assistant division director for RJFS.
As founder of Leading Light Wealth Management, Mitchell provides personalized financial strategies to his clients which include business owners, individuals with sudden wealth, those planning for or living in retirement and corporate retirement plans. He is joined at the practice by registered office manager Jenifer Champlin. Previously, they were affiliated with Edward Jones and managed approximately $225 million in client assets.
“Raymond James is an ideal fit for this next phase of my practice. Not only have I gained the autonomy to run and grow the business solely based on my clients’ best interests, but it also offers sophisticated, high-net-worth capabilities which will help bring additional depth to their financial plans,” said Mitchell.
In addition to his 18 years of industry experience, Mitchell has earned distinction as an Accredited Asset Management Specialist®, Chartered Financial Consultant®, Chartered Retirement Plans SpecialistSM and CERTIFIED FINANCIAL PLANNER® professional. He graduated from Washington State University Honors College with a bachelor's degree in business administration with a focus on finance and business management. Outside of his professional life, Mitchell is passionate about giving back through volunteerism in local youth financial literacy and sports groups.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of Feb. 28, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Leading Light Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.