John Wheat (CRD# 1565440) is an Investment Advisor Representative working at Edward Jones in Mineral Wells, TX and has over 37 years of experience in the finance industry.
CRD# 5994568
Edward Jones
CRD# 3260881
Western Reserve Wealth Management LLC
CRD# 3159061
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward D. Jones & Company, LP | Mineral Wells, TX | May 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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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