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James Tegtmeier-Hedinger

Edward Jones
22 Years of Experience
Dallas, TX
1 DisclosureBroker
View SEC Summary
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James Tegtmeier-Hedinger is a registered investment advisor at Edward Jones, based in Dallas, TX, with 22 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 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

Dallas, TX

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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
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
October 2024 - Present · 2 yrs
Edward JonesBroker
October 2024 - Present · 2 yrs
Edward Jones
October 2024 - Present · 2 yrs
Previous Registrations
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Berthel, Fisher & Company Financial Services, INC.Broker
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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.
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