Matthew Joseph Mendoza

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

• 03/2016 → 08/2020
  Geneos Wealth Management
  Irvine, CA
• 03/2016 → 08/2020
  Silversage Advisors
  Irvine, CA
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Irvine, CA
• 08/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Irvine, CA
• 08/2020 → Present
  Silversage Advisors
  Irvine, CA

Previous Registrations

• 2020-01-30 → 2021-06-07
  Silversage Advisors
  Irvine, CA

Other Businesses

(1)Name of Business: Silversage Advisors Address: 19200 Von Karman Ave Ste 370, Irvine, CA, 92612, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/12/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: -Provide financial planning and guidance to client base with ability to grow own client base.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-06

Designations

• Certified Financial Planner

Other Names

• Matthew J. Mendoza
• Matt Mendoza