AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Julio Mendez

Julio Mendez

QUEEQUEG & MUNGER | Financial Advisor
SAINT LOUIS, MO 63131
Some features on this profile are disabled
CRD#: 6739857
Julio Mendez

Professional summary

Julio Mendez, who also goes by Julio C Mendez, Julio Cesar Mendez, is a registered financial advisor currently at QUEEQUEG & MUNGER, LLC located in Saint Louis, Missouri and PRIVATE CLIENT SERVICES, LLC located in St. Louis, Missouri.

Julio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Julio has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Retirement Planning Strategies
Insurance
Small Business
Are you a "fiduciary"?
Yes

Aliases

Julio C Mendez | Julio Cesar Mendez

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) - RIA

Click below to view Julio Mendez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

May 1, 2026 - Present

QUEEQUEG & MUNGER, LLC

Office #1: 10310 German Blvd, Saint Louis, MO 63131
RIA
CRD#: 341573
SAINT LOUIS, MO
Current

May 1, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 10310 German Blvd, St. Louis, MO 63131
RIA
BD
CRD#: 120222
St. Louis, MO
Past

April 14, 2023 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Clayton, MO
Past

April 14, 2023 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Clayton, MO
Past

April 28, 2017 - April 17, 2023

EDWARD JONES

RIA
CRD#: 250
Richmond Heights, MO
Past

February 8, 2017 - April 17, 2023

EDWARD JONES

BD
CRD#: 250
Richmond Heights, MO

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(5/1/2026)
RR
Colorado
(5/1/2026)
RR
Florida
(5/1/2026)
RR
Illinois
(5/1/2026)
RR
Missouri
(5/1/2026)
IAR
Missouri
(5/1/2026)
IAR
Texas
(5/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/27/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/8/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

Q&
QUEEQUEG & MUNGER, LLC
QUEEQUEG & MUNGER, LLC

CRD#: 341573 / SEC#: 801-135904

RIA
Registered Investment Advisory firm - (4/22/2026 120-Day Approval)
Loading...

Contact information

Main Address
610 Collins Drive, Festus, MO 63028
Mailing Address
Phone number
(314) 607-4821
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUEEQUEG & MUNGER, LLC (3/20/2026)
0

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

QUEEQUEG & MUNGER, LLC

Financial AdvisorCRD#: 341573Saint Louis, MO 63131

TRUST BUT VERIFY

Monitor Julio Mendez

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Dalton Stockton
Dalton StocktonAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
ST. LOUIS, MO
Aaron Andrew Ungerer
Aaron UngererAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Frontenac, MO
George Joseph Simon JR
George SimonAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
Chesterfield, MO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.