Jack E Wheeler

CRD 4652707 · Wells Fargo Advisors · Rockford, IL

IA RegisteredBroker

Also appears in the source record as: Jack Edward Wheeler Jr; Jack E Wheeler Jr Jr; Jack E Wheeler Jr. Jr

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 31Series 7Series 9Series 10Series 66
Registered states (18): Alabama · Arizona · Arkansas · California · Colorado · Georgia · Idaho · Illinois · Maine · Massachusetts · Nebraska · Nevada · Oklahoma · South Carolina · Texas · Utah · Washington · Wisconsin
Years in the industry (source record): 22
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (14)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Rockford, IL · BC capacity

Jun 28, 2019 → present
Wells Fargo Clearing Services, LLCCurrent
Rockford, IL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Rockford, IL · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Oklahoma City, OK · IA capacity

Jun 26, 2009 → Jul 1, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Oklahoma City, OK · BC capacity

Jun 26, 2009 → Jul 1, 2019
Morgan Stanley Smith Barney LLC
Oklahoma City, OK · IA capacity

Jun 1, 2009 → Jun 30, 2009
Morgan Stanley Smith Barney
Oklahoma City, OK · BC capacity

Jun 1, 2009 → Jun 30, 2009
Morgan Stanley & Co. Incorporated
Oklahoma City, OK · IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Oklahoma City, OK · BC capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley
Oklahoma City, OK · IA capacity

Jun 8, 2004 → Apr 2, 2007
Morgan Stanley Dw Inc.
Oklahoma City, OK · BC capacity

Jun 4, 2004 → Apr 2, 2007
American Express Financial Advisors, Inc.
Oklahoma City, OK · IA capacity

Sep 26, 2003 → May 26, 2004
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Sep 5, 2003 → May 26, 2004
American Express Financial Advisors Inc.
Minneapolis, MN · BC capacity

Sep 5, 2003 → May 26, 2004

Source & corrections

Where this page comes from

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