John Wheeler Jr, financial advisor The Woodlands TX

John Wheeler Jr

CRD Number: 464536
Current Firm: Cetera Advisors LLC

John Wheeler Jr (CRD# 464536) is an Investment Advisor Representative working at Cetera Advisors LLC in The Woodlands, TX and has over 23 years of experience in the finance industry. John Wheeler Jr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors St. Cloud, MN Apr 2021 - Current 1
Totus Financial Group, Inc. The Woodlands, TX Apr 2021 - Current 1
Texas Gulf Coast Financial Group LLC The Woodlands, TX Apr 2021 - Current 1
Wheeler & Associates The Woodlands, TX Apr 1969 - Current 53
Gulf Coast Insurance Services The Woodlands, TX Apr 1969 - Current 53
Mml Investors Services, LLC Houston, TX Feb 2009 - Apr 2021 12
Massmutual Life Insurance Company Houston, TX Oct 2008 - Apr 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for John W. Wheeler Jr
Phone Number: 800-929-3485
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    24,026
    MILLIONS
  • Total Number of Accounts
    84,769
    ACCOUNTS
  • Average Account Value
    $283,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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