Marcos A Mendoza

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2020 → 09/2020
  Unemployed
  Chula Vista, CA
• 09/2014 → 07/2020
  Automatic Data Processing (Adp)
  San Diego, CA
• 09/2020 → 03/2023
  Securian Financial Services
  Saint Paul, MN
• 05/2021 → 03/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 09/2020 → 03/2023
  Tax & Financial Group
  Newport Beach, CA
• 03/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-03-10 → 2023-03-16
  Securian Financial Services, Inc.
  Newport Beach, CA
  Newport Beach, CA
  San Diego, CA

Other Businesses

Securian Financial Svcs, Minnesota Life Insurance, TFG Type: Date: 03/13/23 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Chula Vista CA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-29

Other Names

• Marcos Augustine Mendoza