Jeffrey MendolaCRD Number: 1932906
Current Firm: Waddell & Reed
Jeffrey Mendola (CRD# 1932906) is an Investment Advisor Representative working at Waddell & Reed in Washington, PA and has over 27 years of experience in the finance industry.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|Mon Valley Regional Chamber Of Commerce||Charleroi, PA||Jan 2013 - Current||4|
|Jeffrey And Christine Mendola||Monongahela, PA||Jan 2009 - Current||8|
|California University||California, PA||Jan 2004 - Current||13|
|Waddell & Reed, Inc.||Monroeville, PA||Jun 1998 - Current||18|
|Various Insurance Carriers For W&r Insurance Agencies||Monogahela, PA||Jun 1998 - Current||18|
|Ringgold Youth Athletic Association||Monongahela, PA||Jan 2007 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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