L. Jerry Mitchell, CFA, PFS, AIF®
Jerry grew up in the Fort Payne area of Alabama. He graduated from Auburn University in 1973 and joined Jackson Thornton as a staff accountant.
Jerry and his brother started the utility industry specialization group within Jackson Thornton in 1993. His utility niche was the telecommunications clients of the firm, including telephone company cooperatives, independently owned telephone companies, cellular telephone businesses, broadband and cable television systems. His specialization allowed him to work closely with these companies to improve their profitability and meet their regulatory responsibilities. The industry entered a phase of consolidations and many Jackson Thornton telecommunications clients sold their businesses. They began to realize that their investment portfolios needed as much attention and guidance as their operating businesses had required. Jerry made the transition from the utility specialization group to the asset management group in 2006 where he primarily serves former telecommunications clients of the firm.
Jerry is a CPA, holds the Personal Financial Specialist (PFS) designation of the American Institute of CPAs and the Accredited Investment Fiduciary (AIF®) designation of the Center for Fiduciary Studies.