John Acker Mendelson
Professional Summary
John Acker Mendelson was a registered financial advisor. John was a previously registered financial professional and started their career in finance 1970 - 2014. John had worked at 13 firms and has passed the Series 65, Series 63, Series 87, Series 1 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
62 years in the financial services industry
Current & Past Employments
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Current Firm
EVERCORE ISI | ISI GROUP LLC | INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC | INTERNATIONAL STRATEGY & INVESTMENT GROUP INC. | INTERNATIONAL STRATEGY & INVESTMENT BOND GROUP INC. | EVERCORE ISI INSTITUTIONAL EQUITIES
Contact Information
Established
Delaware since 01/29/1991Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVERCORE PARTNERS SERVICES EAST LLC | CORPORATION | — |
| CASEY, KEVIN MICHAEL | CHIEF COMPLIANCE OFFICER | 4754440 |
| FORTUNA, TERRI HUNT | CHIEF OPERATING OFFICER | 3050362 |
| HYMAN, EDWARD S JR | EXECUTIVE | 804864 |
| MYERS, CHARLES AUSTIN | EXECUTIVE | 2353275 |
| RUTITSKIY, DMITRIY | CHIEF FINANCIAL OFFICER/FINOP | 6117665 |
| SINGH, VINAYAK | EXECUTIVE | 1969533 |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Mar 2005About the Series 87 examSeries 1 — Registered Representative Examination
Passed Dec 1963Series 40 — Registered Principal Examination
Passed May 1970Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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