JT
JT

James Tegtmeier-Hedinger

22 Years of Experience
St. Louis, MO
1 DisclosureBroker

James Tegtmeier-Hedinger is a registered investment advisor at Edward Jones, based in St. Louis, MO, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

12555 Manchester Road, St. Louis, MO, 63131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2021
Final
Employment History
Current Registrations
Edward Jones
October 2024 - Present · 1 yr 11 mos
Edward JonesBroker
October 2024 - Present · 1 yr 11 mos
Edward Jones
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
March 2022 - October 2024 · 2 yrs 7 mos
Triad Advisors LLCBroker
March 2022 - August 2024 · 2 yrs 5 mos
Securities America, INC.Broker
March 2022 - June 2024 · 2 yrs 3 mos
Woodbury Financial Services, INC.Broker
March 2022 - January 2024 · 1 yr 10 mos
Fsc Securities CorporationBroker
March 2022 - November 2023 · 1 yr 8 mos
Sagepoint Financial, INC.Broker
March 2022 - September 2023 · 1 yr 6 mos
Securities Management & Research, INC.Broker
June 2019 - July 2020 · 1 yr 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
May 2019 - July 2020 · 1 yr 2 mos
Broker Dealer Financial Services CORP.Broker
August 2016 - January 2018 · 1 yr 5 mos
Voya Financial Advisors, INC.Broker
July 2012 - August 2016 · 4 yrs 1 mo
Voya Financial Partners, LLCBroker
July 2012 - August 2016 · 4 yrs 1 mo
Best Direct Securities, LLCBroker
June 2008 - July 2012 · 4 yrs 1 mo
Workman Securities Corporation
June 2007 - March 2008 · 9 mos
Workman Securities CorporationBroker
October 2006 - March 2008 · 1 yr 5 mos
CUNA Brokerage Services, INC.Broker
April 2000 - February 2006 · 5 yrs 10 mos
Gmac Investment Services, INC.Broker
November 1999 - February 2000 · 3 mos
State Registrations2 states
CATX
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.
James Tegtmeier-Hedinger - Financial Advisor | TrueAdvisor