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James Terschluse

Huntleigh Advisors, INC.
34 Years of Experience
Belleville, IL
Broker
View SEC Summary
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James Terschluse is a registered investment advisor at Huntleigh Advisors, INC., based in Belleville, IL, with 34 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.

Huntleigh Advisors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$425K average
Assets Under Management
$781.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

23 Public Square, Suite 200, Belleville, IL, 62220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is a director and secretary at Barber Management employment agency, and a managing member and part-owner of 2280 Administration, LLC (commercial real estate). He also manages personal property/vacation homes and Hunter Point Investments LLC, dedicating minimal time to each.

Employment History
Current Registrations
Huntleigh Securities CorporationBroker
October 2010 - Present · 16 yrs
Huntleigh Advisors, INC.
October 2010 - Present · 16 yrs
Previous Registrations
Datatex Investment Services INC
February 2014 - March 2023 · 9 yrs 1 mo
Wells Fargo Advisors, LLC
August 2003 - October 2010 · 7 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2000 - October 2010 · 10 yrs 3 mos
Huntleigh Securities CorporationBroker
August 1994 - July 2000 · 5 yrs 11 mos
Mgi Investments, INC.Broker
June 1993 - August 1994 · 1 yr 2 mos
Edward D. Jones & CO., L.P.Broker
October 1992 - June 1993 · 8 mos
Mercantile Investment Services, INC.Broker
August 1992 - October 1992 · 2 mos
State Registrations25 states
ALARAZCACOFLGAIDILINKSKYMIMNMOMTNENVOHOKPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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