Jeffrey Wheeler, financial advisor Waltham MA
58 score

Jeffrey Wheeler

CRD Number: 1059254
Current Firm: Eagle Strategies LLC

Jeffrey Wheeler (CRD# 1059254) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Nylife Securities LLC Waltham, MA Sep 2014 - Current 2
Nylife Securities LLC Waltham, MA Feb 2014 - Current 2
New York Life Insurance Co Waltham, MA Oct 2013 - Current 3
Waddell & Reed Inc. Bedford, NH Feb 2012 - Oct 2013 1
Unemployed Concord, MA Sep 2011 - Feb 2012 < 1
Adviser Investments Newton, MA Dec 2007 - Sep 2011 3
Banc Of America Ins Svcs Inc. Burlington, MA Oct 2004 - Nov 2007 3
Banc Of America Inv Svcs Inc. Boston, MA Oct 2004 - Nov 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey W. Wheeler
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
58

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