Mitchell Crocker has been an investment adviser representative at Mason & Associates since June 2023, and is not listed among the firm’s executive officers or direct owners. Mitchell Crocker holds a Bachelor of Science in Kinesiology from Westmont College.
Mason & Associates, Inc. is a Los Angeles, CA firm with $829M under management, 698 clients and 8 advisers across 2 offices, as of its January 2026 filing.
Mitchell Crocker is Investment Planning Analyst of Mason & Associates. He collaborates with the firm's investment committee to design, implement, and monitor investment strategies. Before joining the firm, he was an Account Executive at Petersen International Underwriters, where he developed group insurance plans for large corporations.
- Mason & Associates, Inc.Current– present · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 141303
Professional designations
Listed by Mason & Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mitchell Crocker is registered as an investment adviser representative in California, since June 2023.
- CaliforniaSince 1 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7739072
- Firm
- Mason & Associates · CRD 141303
- Office
- 7474 NORTH FIGUEROA STREET, SUITE 100, Los Angeles, CA 90041
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- masonlifeplanning.com
Where does Mitchell Crocker work?
Mitchell Crocker is an investment adviser representative registered through Mason & Associates, Inc. since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Mitchell Crocker a financial advisor?
Yes. Mitchell Crocker has a current investment-adviser registration in California, through Mason & Associates since June 2023.
How many years of experience does Mitchell Crocker have?
Mitchell Crocker has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Mitchell Crocker passed?
Mitchell Crocker passed the Series 65 in June 2023.
Where is Mitchell Crocker based?
Mitchell Crocker’s registered office is in Los Angeles, CA.
Is Mitchell Crocker registered with FINRA?
No. Mitchell Crocker has no current broker registration.
Is Mitchell Crocker a CFP?
Mason & Associates lists Mitchell Crocker with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mitchell Crocker’s record?
Search CRD 7739072 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Crocker’s full registration record.
