Jonathan Mendiola
Jonathan Mendiola is a registered investment advisor at A.G.P / Alliance Global Partners, based in Newport Beach, CA, with 34 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
1201 Dove Street, Suite 200, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2012Judgment / Lien
April 2012Other Business Activities
Jonathan provides private Jiu-jitsu lessons, dedicating about 10-20% of his time to this activity. He also rents out a personal RV, requiring a few hours per week.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
C.K. Cooper & Company, INC.Broker
The Seidler Companies IncorporatedBroker
Hagerty, Stewart & Associates, INC.Broker
J.B. Oxford & CompanyBroker
Securities America, INC.Broker
Cruttenden & CO., INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations12 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.