JAMES EUGENE WHEATON is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 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 | 2013-11-14 | 2018-07-13 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2012-01-04 | 2013-10-16 | — |
| TD AMERITRADE, INC. | 2012-01-04 | 2013-10-16 | — |
| EQUITABLE ADVISORS, LLC | 2007-07-10 | 2007-12-03 | — |