Jarrod B. Mendell

HIGGINBOTHAM RETIREMENT ADVISORS

HOUSTON, TX 77041

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CRD#: 6894185

Professional summary

Jarrod Blace Mendell is a registered financial advisor currently at HIGGINBOTHAM RETIREMENT ADVISORS, INC. located in Houston, Texas.

Jarrod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jarrod has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Jarrod is a 14% owner of Texas Service Professionals, LLC. which does not pose a conflict to his position at MBG Retirement.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrod Blace Mendell's 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

June 4, 2018 - Present

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

Office #1: 4424 West Sam Houston Pkwy N Suite 1000, Houston, TX 77041

RIA

CRD#: 128561

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

HIGGINBOTHAM RETIREMENT ADVISORS, INC. | MBG RETIREMENT, INC. | MBG RETIREMENT

CRD#: 128561 / SEC#: 801-62750

RIA

Registered Investment Advisory firm - (2/6/2004 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(6/4/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/4/2018

Uniform Investment Adviser Law Examination

Current Firm

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

HIGGINBOTHAM RETIREMENT ADVISORS, INC. | MBG RETIREMENT, INC. | MBG RETIREMENT

CRD#: 128561 / SEC#: 801-62750

RIA

Registered Investment Advisory firm - (2/6/2004 Approved)

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Contact information

Main Address

4424 West Sam Houston Pkwy N Suite 1000, Houston, TX 77041

Mailing Address

Phone number

(713) 693-6113

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A&2B (3/27/2025)

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.

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Jarrod B. Mendell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrod Blace Mendell's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

Primary Firm SEC Registration

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2018

Current Firm

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

TRUST BUT VERIFY

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