John Wheeler
John Wheeler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, DE, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2961 Centerville Road, Suite 150, Wilmington, DE, 19808
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an author, dedicating about 10-20% of his time to writing and selling books. He also serves as Secretary/Treasurer for the Wilmington Tax Group, a non-profit, spending a few hours per week on organizational details.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations30 states
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