Jacob MendozaCRD Number: 6013866
Current Firm: Ameriprise Financial Services, Inc.
Jacob Mendoza (CRD# 6013866) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in York, PA and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Ameriprise Financial Services, Inc.||York, PA||Jan 2012 - Current||5|
|H&r Block||York, PA||Dec 2011 - Apr 2012||< 1|
|United States Navy||Great Lakes, IL||Nov 2011 - Nov 2011||< 1|
|Lowes Home Improvement||York, PA||Apr 2011 - Oct 2011||< 1|
|H&r Block||York, PA||Dec 2010 - Apr 2011||< 1|
|Unemployed||York, PA||Nov 2010 - Nov 2010||< 1|
|Weis Markets Inc.||York, PA||Jul 2003 - Oct 2010||7|
|York College Of Pennsylvania||York, PA||Sep 2007 - May 2009||1|
|York College Of Pennsylvania||York, PA||Aug 2005 - May 2009||3|
|Dallastown Area School District||Dallastown, PA||Apr 2008 - Aug 2008||< 1|
|Harley Davidson Inc.||York, PA||May 2007 - Aug 2007||< 1|
|Dallastown Area School District||Dallastown, PA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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