Jennifer Mendoza (CRD# 7509943) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Pasadena, TX | Jul 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Pasadena, TX | Jul 2023 - Current | < 1 |
| Ubs Financial Services | Houston, TX | May 2022 - Jun 2023 | 1 |
| Ubs Financial Services Inc. | Houston, TX | May 2022 - Jun 2023 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2022 - May 2022 | < 1 |
| Vensure Employer Services | Fort Walton Beach, FL | Feb 2022 - May 2022 | < 1 |
| Excelsior Capital Management | Houston, TX | Feb 2022 - May 2022 | < 1 |
| Port Houston | Houston, TX | Aug 2019 - Jan 2022 | 2 |
| Unemployed | Houston, TX | Apr 2019 - Jul 2019 | < 1 |
| Westlake Chemical | Houston, TX | Mar 2018 - Mar 2019 | 1 |
| Parker Drilling Company | Houston, TX | Jun 2016 - Mar 2018 | 1 |
| Plains All American Pipeline | Houston, TX | Dec 2015 - Jun 2016 | < 1 |
| Patterson Sheridan | Houston, TX | Jul 2015 - Nov 2015 | < 1 |
| Osha Liang | Houston, TX | Jan 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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