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Detailed Report
JONATHAN MICHAEL HEMMESCH
CRD#: 4408928
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Investment Adviser
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Previous Broker
EDELMAN FINANCIAL ENGINESCRD#: 104510 10900 WAYZATA BLVD
SUITE 240
MINNETONKA, MN 55305
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2019 - 2021 (2 years)2 FIRMS2021 - 2022 (<1 year)IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2022 - Present (2 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2005 - 2016 (10 years)BEDWARD JONES (CRD# 250)2001 - 2005 (3 years)IABERGANKDV WEALTH MANAGEMENT, LLC (CRD# 143038)2016 - 2018 (2 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2014 - 2016 (2 years)
License(s)

State Registrations

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Minnesota 6/8/2022
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Texas 5/15/2023
Current Registration(s)
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EDELMAN FINANCIAL ENGINES (CRD#:104510)
10900 WAYZATA BLVD SUITE 240, MINNETONKA, MN 55305
Registered with this firm since 6/8/2022
Previous Registration(s)
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 09/01/2021 - 04/29/2022 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) Minnetonka, MN
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 09/01/2021 - 04/29/2022 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) Minnetonka, MN
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 04/16/2019 - 07/26/2021 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) EDINA, MN
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 03/14/2019 - 07/23/2021 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) EDINA, MN
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 01/21/2016 - 10/03/2018 BERGANKDV WEALTH MANAGEMENT, LLC (CRD#:143038) BLOOMINGTON, MN
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 01/09/2014 - 02/11/2016 CHARLES SCHWAB & CO., INC. (CRD#:5393) MINNEAPOLIS, MN
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 07/06/2005 - 02/11/2016 CHARLES SCHWAB & CO., INC. (CRD#:5393) MINNEAPOLIS, MN
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 08/08/2001 - 06/15/2005 EDWARD JONES (CRD#:250) ST. LOUIS, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.