John Wheeler, financial advisor Encinitas CA
94 score

John Wheeler

CRD Number: 1065898
Current Firm: 303 Advisors, LLC
Compensation Model: Both

John Wheeler (CRD# 1065898) is an Investment Advisor Representative working at 303 Advisors, LLC in Encinitas, CA and has over 2 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
303 Advisors, LLC Encinitas, CA Aug 2015 - Current 1
Windansea Financial Services, Insurance San Diego, CA Aug 2014 - Sep 2015 1
Windan Sea Financial Services San Marcos, CA Dec 2013 - Sep 2015 1
Unemployed San Diego, CA Aug 2013 - Dec 2013 < 1
Regents Bank San Diego, CA Sep 2012 - Aug 2013 < 1
Centre City Dental Labs Escondido, CA Dec 2011 - Sep 2012 < 1
John Wheeler Consulting San Diego, CA Jul 2007 - Dec 2011 4
Luminous Inc. San Diego, CA May 2005 - Jul 2007 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Apr 2014
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for John M. Wheeler
Phone Number: (858) 539-1039
Advisor Website: http://www.303advisors.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $148,800
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Firm Disclaimer:

303 Advisors does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to 303 Advisors website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users shoulbe be guided accordingly.

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94
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This advisor has a clean track record with regulators.

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