Jeffrey
Wheeler

Voya Financial Advisors, Inc

CRD#1898892
Investment Advisor
in Washington, DC
Are you Jeffrey Wheeler? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Wheeler is a certified financial planner whose office is in Washington, D.C. Currently a registered investment advisor at Voya Financial Advisors, Inc, they have accumulated 10 years of practice as a registered investment advisor. Wheeler has Series 63 and Series 66 licenses, qualifying them as a securities broker. Wheeler is able to serve clients in Washington, D.C. and Texas. Their career trajectory has included roles at Ing, Ing Financial Advisers, LLC, Ing Financial Partners, Inc, Frontier Financial Group and Voya Financial Advisors. Voya Financial Advisors, Inc is headquartered in Washington, D.C., and has 653 additional brick-and-mortar locations throughout the country. As a company, Voya Financial Advisors, Inc oversees $14 billion in assets dispersed across 73,078 accounts and employs more than 1,710 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 12,048 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 73,078 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Voya Financial Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2200 Pennsylvania Ave Nw E Tower Ste 4109
Washington, DC 20037

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$14,402,711,855

DC Average: $9,259,360,772
Total Number of Employees

1,710

DC Average: 166
Total Number of Accounts

73,078

DC Average: 7,189
Average Account Size

$197,087

DC Average: $1,287,990

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Wheeler Work History

Jeffrey has 10 years of experience.

2014 - Present (5 years)

Voya Financial Advisors

2013 - Present (6 years)

Frontier Financial Group

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2008 - 2010 (2 years)

Ing

2008 - 2010 (2 years)

Ing Financial Advisers, LLC

Disclosures

Jeffrey Wheeler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started