# Jeffrey Wheeler

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2023-07-07 | present | Yes |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2017-06-14 | 2023-07-10 | — |
| [EAGLE STRATEGIES LLC](https://search.stillhousedata.com/firm/110826) | 2014-10-02 | 2017-05-08 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2012-06-04 | 2013-10-10 | — |
| [ADVISER INVESTMENTS](https://search.stillhousedata.com/firm/106668) | 2008-02-07 | 2011-10-14 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-10-20 | 2007-11-09 | — |
| [QUICK & REILLY, INC.](https://search.stillhousedata.com/firm/11217) | 2004-05-07 | 2004-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1059254)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1059254.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.