Justin J. Wheeler

Current Employers

Employment History

• 07/2011 → 08/2023
  World Financial Group, Inc.
  Centerville, OH
• 01/2012 → 08/2023
  Transamerica Financial Advisors, Inc
  Centerville, OH
• 04/2018 → 12/2019
  Jj'S Lawn Service
  Kettering, OH
• 09/2019 → 04/2020
  Pskingrey & Company Llc
  Centerville, OH
• 07/2022 → Present
  Justin Wheeler Llc
  Centerville, OH
• 11/2023 → 02/2024
  United Planners
  Scottsdale, AZ
• 10/2023 → 02/2024
  Ash Brokerage
  Fort Wayne, IN
• 08/2023 → Present
  Summit Global Investments
  Bountiful, UT
• 10/2025 → Present
  Equity Services, Inc.
  Montpelier, VT

Previous Registrations

• 2012-10-03 → 2023-09-05
  Transamerica Financial Advisors, Llc
  Dayton, OH
  Beavercreek, OH
  Moraine, OH
  Beavercreek, OH

Other Businesses

1.) JUSTIN J. WHEELER LLC - OWNER - TAX PASS THROUGH ENTITY - KETTERING, OH - SINCE 07/2022 - NOT INVESTMENT RELATED. DURING TRADE HRS. 2.) JUSTIN WHEELER - INSURANCE - 60 RHOADS CENTER DR SUITE D CENTERVILLE OH- SINCE 08/2023 - INVESTMENT RELATED. FIXED LIFE INS SALES. CONTRACTOR. DURING TRADE HRS. NEW INS SALES AND ONGOING CLIENT MANAGEMENT. 3.) SUMMIT GLOBAL PRIVATE WEALTH - 60 RHOADS CENTER DR SUITE D CENTERVILLE OH. SINCE 08/2023 - INVESTMENT RELATED. DURING TRADE HRS. IAR REP. NEW AUM AND ONGOING CLIENT MANAGEMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-03
• S63 Uniform Securities Agent State Law Examination
  2011-12-15