JT
James Tegeler
from Tfo Family Office Partners
James Tegeler is a financial advisor based in Arizona, Phoenix,
with 27 years of experience. James currently works for
Tfo Family Office Partners.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Tegeler works at Tfo Family Office Partners
Tfo Family Office Partners is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $3,327,816,434 of assets under management and employs about 64 people. Tfo Family Office Partners uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of net worth.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and percentage of net worth
Office location
5060 North 40th Street, Suite 200, Phoenix, Arizona, 85018
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