John Wheeler
CRD Number: 1065898Current Firm: Carmel Capital Partners, LLC
Compensation Model: Both
John Wheeler (CRD# 1065898) is an Investment Advisor Representative working at 303 Advisors, LLC in Encinitas, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carmel Capital Partners, LLC | San Diego, CA | Oct 2023 - Current | < 1 |
| Strategic Mastery, Llc Dba Akili Insurance Solutions | San Diego, CA | Aug 2019 - Current | 4 |
| Strategic Mastery, Llc Dba Akili Capital | San Diego, CA | Sep 2016 - Current | 7 |
| 303 Advisors, LLC | Encinitas, CA | Aug 2015 - Oct 2023 | 8 |
| John M. Wheeler Consulting | San Diego, CA | Jul 2007 - Dec 2019 | 12 |
| H. Beck, Inc. | Bethesda, MD | Dec 2013 - Sep 2015 | 1 |
| Windan Sea Financial Services | San Marcos, CA | Dec 2013 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CA
-
Total Assets Under Management333MILLIONS
-
Total Number of Accounts639ACCOUNTS
-
Average Account Value$521,529
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CA, IL, LA, NH, TX, WA
303 Advisors does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to 303 Advisors website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users shoulbe be guided accordingly.
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