John WheelerCRD 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.
Park Avenue Securities LLC
Madison Avenue Securities, LLC
Ubs Financial Services Inc.
|303 Advisors, LLC||Encinitas, CA||Aug 2015 - Current||5|
|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|
Total Assets Under Management3MILLIONS
Total Number of Accounts27ACCOUNTS
Average Account Value$119,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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