Jonathan WheelerCRD Number: 6286917
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jonathan Wheeler (CRD# 6286917) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|Bank Of America, N.a.||Hunt Valley, MD||Jan 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hunt Valley, MD||Dec 2014 - Current||2|
|Edward Jones||St Louis, MO||Jan 2014 - Nov 2014||< 1|
|Arizona Team||Scottsdale, AZ||Aug 2013 - Oct 2013||< 1|
|Phoenix School Of Law(student)||Phoenix, AZ||Aug 2010 - Jun 2013||2|
|Promega Corp.||Madison, WI||Dec 2012 - Jan 2013||< 1|
|Burch And Craccillo||Phoenix, AZ||Apr 2011 - Oct 2011||< 1|
|Marc Realty||Chicago, IL||Aug 2008 - Aug 2010||2|
|Us Army Reserve||Milwaukee, WI||Feb 2003 - Feb 2009||6|
|Banana Republic||Pleasant Paririe, WI||Mar 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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