James Theodore Tegeler

Employer firm

Tfo Family Office Partners CRD 159440

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 03/2018
  Laird Norton Wealth Management
  Seattle, WA
• 03/2018 → 12/2021
  Laird Norton Wealth Management
  Seattle, WA
• 03/2022 → Present
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ

Previous Registrations

• 2010-04-19 → 2022-01-05
  Lnw
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-16
• S63 Uniform Securities Agent State Law Examination
  1998-01-08

Designations

• Certified Financial Planner

Other Names

• Jim Theodore Tegeler
• James Tegeler
• Jim Tegeler