Jeffrey Byron Wheeler

Employer firm

The Wealth Collaborative, Inc. CRD 142618

$792M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → Present
  The Wealth Collaborative, Inc.
  Westlake Village, CA

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

• S65 Uniform Investment Adviser Law Examination
  2001-02-22

Other Names

• Jeff Wheeler