Jimmie Mendoza, financial advisor Puyallup WA

Jimmie Mendoza

CRD Number: 2104549
Current Firm: Cornerstone Asset Management, LLC

Jimmie Mendoza (CRD# 2104549) is an Investment Advisor Representative working at Cornerstone Asset Management, LLC in Puyallup, WA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Asset Management Puyallup, WA Jan 2000 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Jimmie V. Mendoza
Phone Number: 253-686-9122
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $170,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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