Jordon Wheeler is a CFP-designated registered investment advisor, based in Glendale, AZ, with 10 years of industry experience. Jordon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7111 W. Bell Road, Suite 106, Glendale, AZ, 85308
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Regulatory History
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
Jordon operates under the DBA Arrowhead Wealth Partners for his LPL business since 2021. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations36 states
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
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