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 5 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||6|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.