JAMES JOSEPH ROSS WHEELER is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with AEGIS WEALTH MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| AEGIS WEALTH MANAGEMENT, INC. | 2023-05-08 | present | Yes |
| MARIPAU WEALTH MANAGEMENT LLC | 2023-04-12 | 2023-05-04 | — |