Jeffrey WileyCRD Number: 3047783
Current Firm: Charles Schwab & Company, Inc.
Jeffrey Wiley (CRD# 3047783) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 18 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Jan 2008 - Current||9|
|Schwab Retirement Plan Services, Inc.||Richfield, OH||Mar 2004 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning 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, 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