Jonathan R Wheatley is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with ROBERT W. BAIRD & CO. INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | 2024-12-06 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-10-16 | 2024-12-09 | — |