John David Wheeler

Current Employers

Employment History

• 06/2011 → Present
  Raymond James Financial Services, Inc
  Wilmington, DE
• 09/2011 → Present
  Raymond James Financial Services Advisors Inc.
  Wilmington, DE
• 03/2011 → 04/2019
  Wheeler Financial Llc
  Wilmington, DE

Other Businesses

(1)Name of Business: Address: 2961 Centerville Rd Ste 150, Wilmington, DE, 19808-1697, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 09/01/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Book Author. (2)Name of Business: Address: 2961 Centerville Rd Ste 150, Wilmington, DE, 19808-1697, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 10/10/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I wrote a book and will be selling copies (3)Name of Business: Wheeler Financial LLC Address: 2961 Centerville Rd Ste 150, Wilmington, DE, 19808, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/02/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4)Name of Business: WIlmington Tax Group Address: 2961 Centerville Rd Ste 150, Wilmington, DE, 19808-1697, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Secretary/ Treasurer - Handle organizational details of the Wilmington tax group luncheons. There is a paid employee who handles money and bookkeeping. While there is a slight chance I may be handed checks, those would go directly to the paid employee to handle.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-19

Other Names

• Jay Wheeler