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James Mitchell & Company ("JMC") is a financial services company based in San Diego, California. JMC is the holding company which offers insurance products through JMC Insurance Services Corporation and offers Securities through JMC Financial Corporation, Member FINRA and SIPC and JMC is an active member of the Better Business Bureau.

Since 1984 JMC has helped small businesses and individuals invest nearly four billion dollars in group benefits, personal investments and retirment income planning. JMC has a reputation for helping clients build thoughtful investment portfolios with a structured approach to client investing and a dedication to customer service.

We like to think of ourselves as a small company with big resources. Unlike many larger firms, we are not limited by exclusive or captive marketing arrangements. We are able to select products from a variety of providers that our investment professionals believe are best suited to your needs and financial goals.

Combined we provide a full range of products to San Diegian’s and other clients throughout the country.

Michele Sibley and Ann Calhoun are licensed and trained investment professionals. Michele, with over 25 years of life and financial services experience, and Ann, with over 15 years of experience in the life and financial services industry, are here to assist you in selecting the right products for your situation. Our clients receive personalized service regardless of the size of their estate, the size of their business or the amount of a single investment. We pride ourselves on our integrity and honesty along with our knowledge of the products and plans available to you.

We look forward to serving you and earning your trust. Please call Michele or Ann to discuss any questions about your financial future, employee benefits or retirement plan.

Financial Strategies For Your Lifetime