James Bradford Wheeler

Current Employers

Employment History

• 09/2015 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2015 → Present
  Northwestern Mutual Investment Services Llc
  Greensboro, NC
• 02/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2017 → 07/2019
  North Carolina Agricultural And Technical State University
  Greensboro, NE

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. FINANCE COMMITTEE MEMBER, LIVING WAY CHURCH, 4433 REHOBETH CHURCH ROAD, GREENSBORO,NORTH CAROLINA, 27406, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 03/27/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SIT ON A COMMITTEE THAT HELPS DECIDE ON ANNUAL/QUARTERLY BUDGETING DECISIONS FOR LIVING WAY CHURCH 3. 100% OWNERSHIP, 1706 FOREST VALLEY RD, 1706 FOREST VALLEY RD, GREENSBORO, , NORTH CAROLINA, 27410, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 06/25/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I WOULD BE PURCHASING REAL ESTATE PROPERTIES AND RENTING THEM OUT 4. 50% OWNER, 1706 FOREST VALLEY RD, 1706 FOREST VALLEY RD, GREENSBORO, , NORTH CAROLINA, 27410, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 1/27/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LANDLORD 5. BUSINESS OWNERSHIP/SELF EMPLOYED LEGAL ENTITY, LEGAL ENTITY, START DATE: 02/23/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACHING AND ACCOUNTABILITY FOR OTHER FINANCIAL ADVISORS THAT ARE NOT IN MY GDD UNIT 6. OWNER, 317 HOLDINGS, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 3/14/2025, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 7. OWNER, EBWP, LLC, LEGAL ENTITY, START DATE: 03/14/2025, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-21

Designations

Other Names

• James Bradford Wheeler
• James Bradford Wheeler