Jack Wheeler (CRD# 7401677) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ht Partners LLC | Centerbrook, CT | May 2021 - Current | 2 |
| Instacart | East Lyme, CT | May 2020 - May 2021 | 1 |
| Student And Unemployed | East Lyme, CT | Sep 2019 - May 2020 | < 1 |
| East Lyme Parks & Recreation | East Lyme, CT | Jun 2019 - Sep 2019 | < 1 |
| Adelphi University | Garden City, NY | Jan 2019 - May 2019 | < 1 |
| Student And Unemployed | East Lyme, CT | Sep 2018 - Jan 2019 | < 1 |
| East Lyme Parks & Recreation | East Lyme, CT | Jun 2018 - Sep 2018 | < 1 |
| Student And Unemployed | East Lyme, CT | Sep 2017 - Jun 2018 | < 1 |
| East Lyme Aquatics Center | East Lyme, CT | Feb 2016 - Sep 2017 | 1 |
| Full-time Education | East Lyme, CT | Sep 2010 - Jun 2017 | 6 |
| East Lyme Board Of Education | East Lyme, CT | Jun 2016 - Sep 2016 | < 1 |
| Student And Unemployed | East Lyme, CT | Sep 2015 - Feb 2016 | < 1 |
| Ledyard Board Of Education | Ledyard, CT | Jun 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CT
-
Total Assets Under Management486MILLIONS
-
Total Number of Accounts419ACCOUNTS
-
Average Account Value$1,158,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CT, DE, FL, NH, NY, TX
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