Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Joseph Mendiola has been in the securities industry since 1991. Currently, Jonathan is a Registered Representative and Investment Adviser Representative at a.g.p. / Alliance Global Partners, where he has been registered since 2013. Before this, Jonathan has worked at a number of other firms including C.K. Cooper & Company, Inc., The Seidler Companies Incorporated, Hagerty, Stewart & Associates, Inc., J.B. Oxford & Company, Securities America, Inc., Cruttenden & Co., Inc., and Chatfield Dean & Co., Inc. Jonathan has a wide range of experience and certifications. He is a Series 3, 4, 7, 24, 55, 63, 65, 79, and 99TO licensee. Jonathan is registered in 13 states to provide investment advice and brokerage services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
CA
03/25/2013 - Present
A.g.p. / Alliance Global Partners (NEWPORT BEACH CA)
CA
03/11/2003 - 03/11/2013
C.K. COOPER & COMPANY, INC. (IRVINE CA)
CA
01/02/2001 - 03/07/2003
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
CA
11/08/1999 - 01/02/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
CA
11/09/1994 - 11/10/1999
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NE
05/16/1994 - 11/03/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
04/02/1992 - 05/17/1994
CRUTTENDEN & CO., INC. (NEWPORT BEACH CA)
CO
05/10/1991 - 04/01/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 05/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/25/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/09/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/14/1993
Series 3 - National Commodity Futures Examination
BC
Issued 05/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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