James Charles Mendelson
Investment Adviser Representative at Ironview Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Charles Mendelson is an investment adviser representative with Ironview Capital Management, LLC in Pittsburgh, PA, where they have been registered since 2016. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Waldron Private Wealth and LPL Financial LLC. 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 Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Waldron Private WealthMay 2005 – Nov 2016Pittsburgh, PA
- Ironview Capital Management LLCNov 2016 – no end date reportedCanonsburg, PA
- Ironview Capital ManagementNov 2016 – no end date reportedBlue Bell, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ironview Capital Management, LLC
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
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.015
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
Wealth Management, Alternative Investments, Group Retirement, Employee Benefits, Investment Management Process, Estate Planning/Wealth Transfer, Cash Flow Net Worth Projections, Risk Management and Insurance, Strategic Annual Tax Planning, Charitable Endeavors and Philanthropy
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Conshohocken, PA
- SEC file number:
- 801-78950
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Ironview Capital Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Charles Mendelson 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.
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