Jeffrey Wheeler is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2023-07-07 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 2017-06-14 | 2023-07-10 | — |
| EAGLE STRATEGIES LLC | 2014-10-02 | 2017-05-08 | — |
| WADDELL & REED | 2012-06-04 | 2013-10-10 | — |
| ADVISER INVESTMENTS | 2008-02-07 | 2011-10-14 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-10-20 | 2007-11-09 | — |
| QUICK & REILLY, INC. | 2004-05-07 | 2004-10-20 | — |