Matthew Mendoza, financial advisor Irvine CA

Matthew Mendoza

CRD Number: 6287953
Current Firm: Raymond James Financial Services Advisors, Inc.

Matthew Mendoza (CRD# 6287953) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Irvine, CA and has over 4 years of experience in the finance industry. Matthew Mendoza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Irvine, CA Aug 2020 - Current 3
Raymond James Financial Services Advisors, Inc. Irvine, CA Aug 2020 - Current 3
Silversage Advisors Irvine, CA Aug 2020 - Current 3
Geneos Wealth Management Irvine, CA Mar 2016 - Aug 2020 4
Silversage Advisors Irvine, CA Mar 2016 - Aug 2020 4
Unemployed Riverside, CA May 2015 - Mar 2016 < 1
Blue Summit Wealth Management La Mesa, CA Sep 2013 - May 2015 1
San Diego State University San Diego, CA Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Matthew J. Mendoza
Phone Number: 727-567-3020
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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