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A. Dale Mitchell

A. Dale Mitchell

Through a consultative process, I identify the objectives and needs that are most important to you, and design tailored investment strategies to address these needs.

214.979.7877

800.766.2327

Fax:  214.451.6327

100 Crescent Court Suite 1300
Dallas, TX 75201


Welcome

I deliver comprehensive wealth management and estate planning strategies for high- and ultra-high-net-worth clients that help care for the entirety of each financial picture.

My particular focus is on risk mitigation. I handle your wealth as if it were my own, with a conservative approach that is designed to help preserve and protect significant capital.

Through a consultative process, I identify the objectives and needs that are most important to you, and design tailored investment strategies to address these needs. The portfolios I build and manage typically comprise fixed income vehicles and high-quality equities.

By working closely with your attorneys, CPAs and other advisors, I am able to attend to every element of your financial life. My goal is to help you pursue your goals by providing the necessary guidance, platforms and services that you seek through my direct access to the world-class resources of J.P. Morgan.

Investment Approach

Delivering comprehensive wealth planning
Managing the complexities of significant assets requires careful consideration, informed decision making and risk-averse approaches. As a trusted advisor, I bring more than 25 years of financial experience to help high- and ultra-high-net-worth families protect their accumulated wealth, create predictable, tax-advantaged income streams and provide for their financial futures.

Consultative and client-centric
I place a tremendous value on process, taking the time to understand the entirety of each client’s financial picture and listening intently to understand the nuances and priorities of their distinct situations. By taking a consultative approach, I strive to foster deep and enduring relationships that impart significant value and guidance. My focus is trained on personalized financial goals, time horizons and risk parameters.

Longer-term perspective
I recognize that clients have taken significant financial risks to accumulate their assets, and my priority is to seek capital preservation in a tax-advantaged manner. The long-term strategies I employ leverage the firm’s open architecture platform, and I select the most suitable investment vehicles from all major equity and fixed income categories. Near-term concerns are also addressed.

Conservatively biased approach
My overall methodology is risk averse, and I create tailored portfolios that consist predominately of tax-free municipal bonds. Attentive evaluation of the big picture enables me to vary between tax-free and taxable instruments in search of the optimal return, which is impacted by evolving interest rates and tax rates. I personally manage all fixed income investments. The remainder of the allocation typically comprises blue chip equities and funds.

An emphasis on estate planning
I work closely with your attorneys, CPAs and the firm’s estate tax planning experts to identify the best ways in which to help you achieve your personal financial goals. Through a collaborative partnership, we apply our collective knowledge to generate impactful ideas to structure and transfer wealth for future generations.

World-class resources
At J.P. Morgan Wealth Management, I have access to the resources of one of the largest and most admired financial firms in the world. Backed by the firm’s thought leadership, research, due diligence, and wide array of investment managers and vehicles, I employ these resources on behalf of my clients to deliver the highest caliber of wealth management guidance.

Meet Our Team

Click a profile to learn more about each member

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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