Jeffrey Mendola
Jeffrey Mendola is a registered investment advisor at LPL Financial LLC, based in Charleroi, PA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Charleroi, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent for Modern Life, selling non-variable insurance from home since May 2022. This takes a few hours per week, with minimal time during securities trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & Reed, INC.
Waddell & ReedBroker
Capital Analysts, IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.