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Jeffrey Byron Wheeler

The Wealth Collaborative, Inc.

Corona Del Mar, CA

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Current Employers
The Wealth Collaborative, Inc.

306 Jasmine Avenue, Corona Del Mar, CA 92625 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-10-01
CA RA APPROVED 2007-02-08
  • TX RA
    APPROVED_RES
    Since 2019-10-01
  • CA RA
    APPROVED
    Since 2007-02-08

Branch Locations

306 Jasmine Avenue, Corona Del Mar, CA 92625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Wealth Collaborative, Inc. Westlake Village CA 10/2007 Present
Previous Registrations
  • 2004-09-30 → 2007-10-02
    Lwi Financial Inc.
    Los Angeles, CA
  • 2001-10-01 → 2004-09-30
    Loring Ward Capital Management Inc.
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-22
  • S65 Uniform Investment Adviser Law Examination
    2001-02-22
Other Names
  • Jeff Wheeler

View on SEC IAPD

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Other Investors

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ANDREW PATRICK IRWIN
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Joshua D Barnum
KRISTINE MARIE WALLINGTON
JEFFREY SCOTT ROBINSON
STEPHANIE ANNE RUMOLD
MICHAEL SHAWN BAKOS

Other Offices

J.P. MORGAN SECURITIES LLC · CORONA DEL MAR, CA
GLOBAL WEALTH MANAGEMENT · CORONA DEL MAR, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORONA DEL MAR, CA
MASTER FUND MANAGEMENT, LLC · CORONA DEL MAR, CA
GHW VENTURES LLC · CORONA DEL MAR, CA
BEACON POINTE ADVISORS, LLC · NEWPORT BEACH, CA
PORT STREET INVESTMENTS, LLC · NEWPORT BEACH, CA
PRENEED ADVISORY, LLC · NEWPORT BEACH, CA

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