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Jordan Alyssa Mendelson

Investment Adviser Representative at Dimensional FUND Advisors LP

Austin, TXCRD #7975986Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

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

Jordan Alyssa Mendelson is an investment adviser representative with Dimensional FUND Advisors LP in Austin, TX, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Office

6300 Bee Cave Road, Building One
Austin, TX 78746

Advisors at this office: 210

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

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
1 state or territory

Texas

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/5/2024
Series 7
General Securities Representative Examination
Passed 9/30/2024
SIE
Securities Industry Essentials Examination
Passed 7/29/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Dimensional FUND Advisors LPCurrent
11/6/2024 – Austin, TX

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. School
    Aug 2007 – May 2020Austin, TX
  2. University of Virginia
    Aug 2020 – May 2024Charlottesville, VA
  3. True Food Kitchen
    May 2021 – Aug 2021Austin, TX
  4. Comcast
    Jun 2022 – Aug 2022Washington D.C., DC
  5. Dimensional Fund Advisors
    Jun 2023 – Aug 2023Austin, TX
  6. Dimensional Fund Advisors
    Aug 2024 – no end date reportedAustin, TX

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Dimensional FUND Advisors LP

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

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
Firm account minimum
$250,000 (waivable)

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

Equity and fixed income funds managed using a systematic, evidence-based investment approach that targets higher expected returns by using market data and pricing information to manage risk and seek outperformance of benchmarks.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Evidence-based InvestingFinancial ScienceEquity FundsFixed Income FundsSystematic InvestingLong-term InvestingNobel Prize-winning ResearchBenchmark OutperformanceRisk Management

Client types the firm serves

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
260
Offices listed on AdvisorFinder:
3
Main office:
Austin, TX
SEC file number:
801-16283

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

Form ADV data as of March 24, 2026

View full firm profile

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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. Jordan Alyssa 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.

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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Jordan Alyssa Mendelson (Dimensional FUND Advisors)