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James Michael Terschluse

Huntleigh Advisors, Inc.

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About James Michael Terschluse

James Michael Terschluse is a financial advisor with Huntleigh Advisors, Inc. James has been in the financial services industry since 1992 and has over 30 years of experience. James is registered as a Registered Representative and Investment Advisor Representative with Huntleigh Advisors, Inc. James has a Series 7, Series 63, and Series 65 licenses. James has also worked for several other financial firms during his career. James serves individuals, corporations, and charitable organizations.

Firm Information

James Terschluse is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/third party manager fees

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James Terschluse’s Registration & Firm History

MO

04/11/2019 - Present

Huntleigh Advisors, Inc. (ST. LOUIS MO)

IL

07/28/2000 - 10/25/2010

WELLS FARGO ADVISORS, LLC (FAIRVIEW HEIGHTS IL)

MO

08/19/1994 - 07/31/2000

HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)

MO

06/21/1993 - 08/15/1994

MGI INVESTMENTS, INC. (ST. LOUIS MO)

MO

10/10/1992 - 06/21/1993

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

MO

08/10/1992 - 10/01/1992

MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/15/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Michael Terschluse.
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