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Elean Manuel Mendoza

Investment Adviser Representative at Paragon Financial Partners

Woodland Hills, CACRD #5747083Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Elean Manuel Mendoza is an investment adviser representative with Paragon Financial Partners in Woodland Hills, CA, where they have been registered since 2015. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Kayne Anderson Rudnick Investment Management, LLC and North Capital. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.

Office

5850 Canoga Avenue, Suite 400
Woodland Hills, CA 91367

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/10/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 3/19/2010
Series 7
General Securities Representative Examination
Passed 6/5/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/28/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Paragon Financial PartnersCurrent
1/27/2015 – Woodland Hills, CA
Kayne Anderson Rudnick Investment Management, LLC
1/13/2014 – 6/3/2014Los Angeles, CA
North Capital
3/11/2011 – 12/4/2012San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Paragon Financial Partners
    May 2014 – no end date reportedWoodland Hills, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Paragon Financial Partners

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Woodland Hills, CA
SEC file number:
801-72424

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 18, 2026

View full firm profile

Other advisors at Paragon Financial Partners

1 other advisor in the directory

View Paragon Financial Partners firm profile

Similar advisors in Woodland Hills, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elean Manuel Mendoza has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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