Jeffrey Scott Mendola

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → 07/2021
  Waddell & Reed, Inc.
  Charleroi, PA
• 06/1998 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Charleroi, PA
• 01/2013 → 05/2018
  Mon Valley Regional Chamber Of Commerce
  Charleroi, PA
• 01/2009 → 07/2021
  Jeffrey And Christine Mendola
  Monongahela, PA
• 07/2021 → Present
  Lpl Financial Llc
  Charleroi, PA

Previous Registrations

• 2021-07-21 → 2021-12-22
  Lpl Financial Llc
  Charleroi, PA
  Odessa, FL
  Hamden, CT
  Charleroi, PA
  Brentwood, TN
• 2002-03-21 → 2021-07-21
  Waddell & Reed
  Washington, PA
  Hamden, CT
  Waynesburg, PA
  Hollsopple, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Erie, PA
  Camp Hill, PA
  York, PA
  Brentwood, TN
  Charleroi, PA
  Charleroi, PA
  Charleroi, PA

Other Businesses

1. 05/23/2022 - Modern Life - Investment Related - Home Based - Non-Variable Insurance - Insurance Agent - Start Date - 05/18/2022 - 8 Hours Per Month/ 1 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-19
• S65 Uniform Investment Adviser Law Examination
  1999-03-01
• S63 Uniform Securities Agent State Law Examination
  1989-04-28

Other Names

• Mendo Mdindola
• Mendo Mendola
• Jeff Mendola