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James Michael Terschluse

Investment adviser representative at Huntleigh Advisors, Inc.
16 yearsExperience
14 statesRegistered in
$781.8MFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Huntleigh Advisors, Inc.Oct 2010 to now
  2. Huntleigh Securities CorporationOct 2010 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 14 states (AR, CO, FL, ID, IL, KS, KY, MN, MO, NV, PA, SC, TX, VA).

Huntleigh Advisors, Inc.

$781.8MAssets managed
1,838Clients
64Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2236088
Firm CRD
113412
Advisor's SEC record (opens in a new tab)
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