Mario Emilio Mendez

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 07/2018 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gainesville, FL
• 10/2016 → 07/2018
  Bank Of America
  Gainesville, FL
• 09/2015 → 10/2016
  Wells Fargo
  Gainesville, FL
• 08/2018 → 07/2019
  Bank Of America, N.A.
  Gainesville, FL
• 07/2019 → Present
  Jp Morgan Securities, Llc
  Ocoee, FL
• 07/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Ocoee, FL

Previous Registrations

• 2018-09-26 → 2019-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gainesville, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-09-23

Other Names

• Mario Mendez