James Tegeler, financial advisor Seattle WA
93 score

James Tegeler

CRD Number: 2976931
Current Firm: Laird Norton Wealth Management

James Tegeler (CRD# 2976931) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Laird Norton Wealth Management Seattle, WA Apr 2011 - Current 5
Laird Norton Tyee Seattle, WA Oct 2003 - Apr 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for James T. Tegeler
Phone Number: 206-464-5100
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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