Jeffrey
Wheeler

Lpl Financial LLC

CRD#1898892
Investment Advisor
in Washington, DC

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About this Advisor

Jeffrey Wheeler is a certified financial planner operating out of Washington, District Of Columbia with a total of 1 year of industry experience. Wheeler is currently employed by Lpl Financial LLC. Wheeler has gained experience at Ing Financial Partners, Inc, Frontier Financial Group, Voya Financial Advisors and Lpl Financial LLC. Wheeler has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in District Of Columbia and Maryland. Lpl Financial LLC is a company based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in assets under management across its 1,688,501 accounts, placing it among the largest firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Washington, DC

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

DC Average: $646,059,043
Total Number of Employees

31,366

DC Average: 13
Total Number of Accounts

1,688,501

DC Average: 661
Average Account Size

$217,956

DC Average: $977,396

Investment Advisory Services

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

Jeffrey Wheeler Work History

Jeffrey has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2013 - Present (11 years)

Frontier Financial Group

2014 - 2021 (7 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Wheeler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Kevin Harvey
Chico, CA
Rebecca Chiccino
Charlestown, MA
Joseph Sarbello
Sea Girt, NJ
Tracy Marlin
Newport Beach, CA
Joseph Praino
Purchase, NY
Robert Notarfrancesco
Bridgeport, CT
Gregory Horn
Lawrenceburg, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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