Jon Peter Walheim

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/2006 → Present
  Lpl Financial Llc
  West Chester, PA
• 11/2013 → 01/2017
  Private Advisor Group, Llc
  Morristown, NJ
• 02/2017 → Present
  Wealthcare Advisory Partners, Llc
  West Chester, PA

Previous Registrations

• 2014-01-09 → 2017-01-31
  Private Advisor Group, Llc
  Havertown, PA
  Morristown, NJ

Other Businesses

1. 12/14/2006 - THE WALHEIM GROUP - INV REL - CPA AFFILIATE PROGRAM - 100% TIME SPENT - THE WALHEIM GROUP - CPA. ACCOUNTING AND TAX PREP FOR CLIENTS. VICE PRESIDENT. 2. 12/14/2006 - NO BUSINESS NAME - INV REL - NON-VARIABLE INSURANCE - INSURANCE LICENSED. REFER BUSINESS TO CARTER SHEVLIN AND ASSOC. 3. 04/29/2008 - WALHEIM REAL ESTATE INVESTMEMTS, LLC - INV REL - REAL ESTATE RENTAL - 10% TIME SPENT - RESIDENTIAL RENTAL REAL ESTATE. 4. 12/10/2018 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2016 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2018. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-01