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James Daniel Mendelsohn

EDELMAN FINANCIAL SERVICES, LLC·FAIRFAX, Virginia
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4000 LEGATO ROAD, FAIRFAX, VA 22033-2892CRD# 6652607Firm CRD# 113299
01

About

James Daniel Mendelsohn is a registered financial advisor based in FAIRFAX, Virginia, affiliated with EDELMAN FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EDELMAN FINANCIAL SERVICES, LLC
EDELMAN FINANCIAL SERVICES, LLC
AUM
$21.7B
Regulatory assets under management
Employees
434
Total firm employees
View all advisors at EDELMAN FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Other: SEMINAR REGISTRATION FEE, BOOK ROYALTIES
Regulatory
SEC/IARD CRD# 6652607
Firm CRD# 113299
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Daniel Mendelsohn offer?
James Daniel Mendelsohn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFAX, Virginia for a consultation.
What are James Daniel Mendelsohn's credentials?
James Daniel Mendelsohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Daniel Mendelsohn located?
James Daniel Mendelsohn is based in FAIRFAX, Virginia, working with EDELMAN FINANCIAL SERVICES, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.
How does James Daniel Mendelsohn charge for services?
James Daniel Mendelsohn's firm is compensated through percentage of aum, fixed fees, subscription fees, other: seminar registration fee, book royalties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDELMAN FINANCIAL SERVICES, LLC?
EDELMAN FINANCIAL SERVICES, LLC has approximately 434 employees and manages $21.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
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City Guides
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Research
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