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JM

Jay A. Mendoza

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CRD#: 4118912
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jay Arnold Mendoza, who also goes by Jay A Mendoza, was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 2000. Jay had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jay A Mendoza

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 19, 2009 - December 1, 2017

MCCLURG CAPITAL CORPORATION

BD
CRD#: 16798
SAN FRANCISCO, CA
Past

August 6, 2002 - May 4, 2009

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SAN FRANCISCO, CA
Past

July 15, 2002 - May 11, 2009

WHJR ASSOCIATES

RIA
CRD#: 113269
SAN FRANCISCO, CA
Past

October 31, 2001 - May 4, 2009

OSAIC WEALTH, INC.

BD
CRD#: 23131
SAN FRANCISCO, CA
Past

January 21, 2000 - November 1, 2001

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/28/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MC
MCCLURG CAPITAL CORPORATION
MCCLRUG CAPITAL CORPORATION | SMITH BELLINGHAM SECURITIES CORPORATION | MCCLURG CAPITAL CORPORATION

CRD#: 16798 / SEC#: , 8-34473

California
Registered Investment Advisory firm - SEC (12/11/2001 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
950 Northgate Drive-suite 301, San Rafael, CA 94903-3436
Mailing Address
950 Northgate Drive, Suite 301, San Rafael, CA 94903
Phone number
(415) 472-1445
Established
California since 06/25/1985
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
6

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
THE MCCLURG FAMILY TRUSTSHAREHOLDER
MCCLURG, DAVID GRANVILLEPRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE325690
MCCLURG, TRACY ANNEDIRECTOR/TRUSTEE1427909

Regulatory assets under management


Total Number of Accounts117
AUM (Assets Under Management)$ 83,283,986

Red Flags


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.

Company Information


MCCLURG CAPITAL CORPORATION

CRD#: 16798

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