JAMES R. WHEELER is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2014-12-10 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-12-05 | 2014-03-06 | — |