Ryan WheatleyCRD Number: 6297849
Current Firm: Edward Jones
Ryan Wheatley (CRD# 6297849) is an Investment Advisor Representative working at Edward Jones in Lebanon, OH and has over 3 years of experience in the finance industry.
Opus Capital Management
Deeter Advisory Group, LLC
|Edward Jones||St Louis, MO||Mar 2014 - Current||4|
|Catholic Health Partners||Cincinnati, OH||Apr 2010 - Feb 2014||3|
|Arc Lawn Care||Cincinnati, OH||Mar 2009 - Nov 2011||2|
|Medical Recovery Systems, Inc.||Cincinnati, OH||Nov 2009 - Apr 2010||< 1|
|Health Alliance - Uc Health||Cincinnati, OH||Jun 2008 - Oct 2009||1|
|Retail Interior Consulting||Cincinnati, OH||Mar 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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