Edward Jones

Investment Advisor
in Madison, AL

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About this Advisor

Carlos Mendoza is an advisor whose office is in Madison, Alabama. Currently a registered financial advisor at Edward Jones, they have gathered 12 years of professional experience as an investment advisor. Mendoza maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Mendoza is registered to work with investors in Alabama and Texas. Throughout their career, Mendoza has worked at Edward Jones, Sustainable Solutions, Inc (Self Employed), Bacik Group, LLC and The Patrick Wolffe Group, Inc / Trinetics Inc. Edward Jones is based out of Madison, Alabama, and operates out of 14,439 offices throughout the United States. In aggregate, Edward Jones manages $423 billion in assets covering 3,336,586 client accounts and employs more than 25,919 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 10% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others



Office Location

8097 Madison Blvd Ste 101
Madison, AL 35758

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Edward Jones Brokerage Details

Total Assets Under Management


AL Average: $11,469,110,461
Total Number of Employees


AL Average: 458
Total Number of Accounts


AL Average: 33,415
Average Account Size


AL Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Carlos Mendoza Work History

Carlos has 12 years of experience.

2016 - Present (5 years)

Edward Jones

2016 - 2016 (< 1 year)

Sustainable Solutions, Inc (Self Employed)

2014 - 2016 (2 years)

Bacik Group, LLC

2012 - 2014 (2 years)

Sustainable Solutions, Inc (Self Employed)

2008 - 2012 (4 years)

The Patrick Wolffe Group, Inc / Trinetics Inc


Carlos Mendoza has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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