Kimberley Jordan Mondonedo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2008 → Present
  Raymond James Financial Services, Inc.
  Topsham, ME
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Topsham, ME

Other Businesses

(1) Name of Business: Kimberley Mondonedo Address: 15 Green St., Topsham, ME, 04086, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 01/12/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Writing my memoir. When book completed I may sell it. Not sure yet, but wanted to let you know. Its personal, however, I hope that it does provide some marketing for my profession and team. (2) Name of Business: Kimberley Mondonedo Address: 15 Green St., Topsham, ME, 04086, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 01/26/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Writing memoir book. (3) Name of Business: M GROUP HOLDINGS LLC Address: 15 Green St, Topsham, ME, 04086, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor, Officer - CEO, Officer - President Investment Related: No Start Date: 07/23/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage and run this company (4) Name of Business: Mendall Financial Group, LLC Address: 69 Main St., Suite A, Topsham, ME, 04086, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: 40% Owner, VP, Financial Advisor, Chief Operations Officer, employee. My brother is my partner (60% Owner), the CEO and we are independent under RJFS. (5) Name of Business: Morningtide Holdings LLC Address: 320 Water St., 4th Floor, Augusta, ME, 04330, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/30/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of a holding company in partnership with brother and fellow branch manager: Peter L. Mendall (6) Name of Business: Town of Topsham Maine Finance Committee Address: 100 Main St, Topsham, ME, 04086, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 12/20/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Finance Committee meets to review and recommend budget items for the Town Meeting. The Finance Committee has an intense schedule during the budget process from January to Town Meeting.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-16

Designations

• Certified Financial Planner

Other Names

• Kimberley J Mendall
• Kimberly Jordan Mondonedo