Jeffrey Wheeler, financial advisor Washington DC
96 score

Jeffrey Wheeler

CRD Number: 1898892
Current Firm: Voya Financial Advisors, Inc.

Jeffrey Wheeler (CRD# 1898892) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Washington, DC and has over 27 years of experience in the finance industry. Jeffrey Wheeler 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.

Similar Advisors
Jim David, financial advisor Washington DC
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Washington DC
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Washington DC
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Professional Designations
Company Name Location Dates Years
Voya Financial Advisors Washington, DC Sep 2014 - Current 2
Frontier Financial Group Washington, DC Jun 2013 - Current 3
Ing Financial Partners, Inc. Washington, DC Jan 2011 - Aug 2014 3
Ing Washington, DC Jan 2008 - Dec 2010 2
Ing Financial Advisers, LLC Washington, DC Jan 2008 - Dec 2010 2
Lincoln Financial Advisors Corp Chevy Chase, MD May 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Jeffrey J. Wheeler
Phone Number: 1-800-356-2906
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
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
  • 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Wheeler and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.