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Justin Tersteeg

Edward Jones

Baton Rouge, LA

CRD 7003782

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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_RES 2021-06-24
LA RA APPROVED 2019-05-17
  • TX RA
    APPROVED_RES
    Since 2021-06-24
  • LA RA
    APPROVED
    Since 2019-05-17

Branch Locations

14330 Wax Road, 101, Baton Rouge, LA 70818 • 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
Edward Jones St Louis MO 09/2018 Present
Lsu Economic Policy And Research Group Baton Rouge LA 08/2015 08/2017
Unemployed Baton Rouge LA 09/2017 05/2018
Russ Davis Wholesale Hammond WI 06/2018 08/2018
  • 09/2018 → Present
    Edward Jones
    St Louis, MO
  • 08/2015 → 08/2017
    Lsu Economic Policy And Research Group
    Baton Rouge, LA
  • 09/2017 → 05/2018
    Unemployed
    Baton Rouge, LA
  • 06/2018 → 08/2018
    Russ Davis Wholesale
    Hammond, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-02
  • S66 Uniform Combined State Law Examination
    2018-11-02
Designations
  • Certified Financial Planner
Other Names
  • Justin Hal Tersteeg

View on SEC IAPD

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