Jeffrey Wahl is a registered investment advisor, based in Bloomington, MN, with 26 years of industry experience.
Location
7900 International Drive, Suite 1085, Bloomington, MN, 55425
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is a branch owner/advisor for Wahl Wire Wealth Management, a DBA/support company, since December 2024. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2024 - Present · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Raymond James & Associates, INC.
November 2008 - December 2024 · 16 yrs 1 mo
Raymond James & Associates, INC.Broker
September 2008 - December 2024 · 16 yrs 3 mos
UBS Financial Services INC.
October 2002 - October 2008 · 6 yrs
UBS Financial Services INC.Broker
January 2000 - October 2008 · 8 yrs 9 mos
State Registrations29 states
AZCACOFLGAIAILINKSLAMAMDMNNCNDNJNMNYOHOKORRISCTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.