Best Investors Account Sign in

Teresa Hernandez

Edward Jones

River Falls, WI

CRD 7338047

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-16
WI RA APPROVED 2024-01-10
  • TX RA
    APPROVED
    Since 2024-01-16
  • WI RA
    APPROVED
    Since 2024-01-10

Branch Locations

117 E Maple St, River Falls, WI 54022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sacred Heart Hospital Eau Claire WI 04/2010 04/2020
Unemployed Eau Claire WI 04/2020 02/2021
Northwestern Mutual Altoona WI 02/2021 12/2021
Kmtsj, Inc Altoona WI 12/2022 08/2023
Edward Jones St Louis MO 11/2021 12/2022
Edward Jones St Louis MO 11/2023 12/2025
Edward Jones St. Louis MO 12/2025 Present
  • 04/2010 → 04/2020
    Sacred Heart Hospital
    Eau Claire, WI
  • 04/2020 → 02/2021
    Unemployed
    Eau Claire, WI
  • 02/2021 → 12/2021
    Northwestern Mutual
    Altoona, WI
  • 12/2022 → 08/2023
    Kmtsj, Inc
    Altoona, WI
  • 11/2021 → 12/2022
    St Louis, MO
  • 11/2023 → 12/2025
    St Louis, MO
  • 12/2025 → Present
    St. Louis, MO
Other Businesses

Integrity Audit & Tax, LLC Type: Auditing, Accounting & Tax fir Date: 01/03/22 Title: Contractor Trad Hrs: 0 Tot Hrs: 0 Desc: Audit testing & possible tax preparation. City-State: Black River Falls WI

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-09
S63 Uniform Securities Agent State Law Examination 2021-04-02
  • S66 Uniform Combined State Law Examination
    2024-01-09
  • S63 Uniform Securities Agent State Law Examination
    2021-04-02
Other Names
  • Teresa Wilm
  • Teresa Ziemba
  • Teresa Wilm
  • Teresa Ziemba
  • Teresa Hernandez
  • Terri Hernandez
  • Teresa Jo Hernandez

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in River Falls, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor