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 28 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.

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Professional Designations
Company Name Location Dates Years
Voya Financial Advisors Washington, DC Sep 2014 - Current 3
Frontier Financial Group Washington, DC Jun 2013 - Current 4
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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