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Haley M Tiseo

Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Edward JonesJul 2026 to now
  2. Pinnacle Inc./alpha MedicalJun 2022 to Jul 2026
  3. Pinnacle Inc.Sep 2021 to Apr 2022
  4. The Edge Fitness Clubs LLCJun 2021 to Jan 2022
  5. Back To Health Wellness CenterJun 2021 to Nov 2021
  6. Eastern Michigan UniversitySep 2020 to May 2021
  7. University of Michigan- DearbornSep 2018 to Apr 2022
  8. Life Time Inc.Mar 2018 to Jul 2020
  9. Beninati Pool & SpaMay 2017 to Sep 2017
  10. Henry Ford IiSep 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MI).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
8306606
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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