Carlos
Mendoza

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.