Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon paul? Claim Your ProfileJon paul Mendez is an investment advisor representative registered with Hightower Advisors, LLC in Texas. Jon paul has been working in the financial services industry since 2010. Jon paul has a Series 66 and a Series 63 license as well as a Series 7 license and the SIE exam. Jon paul has been a registered representative with J.P. MORGAN SECURITIES LLC in Texas and also with Fidelity Brokerage Services LLC in Texas. Jon paul is also a freelance musician. Jon paul provides a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. Jon paul also provides treasury management for corporate clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/14/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
TX
03/21/2017 - 11/01/2017
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
TX
11/19/2009 - 03/31/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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