Jeremy Jondell Wheeler

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-08

TX RA
APPROVED

Since 2026-07-08

Branch Locations

3200 Olympus Blvd Ste 100 , Dallas, TX 75019 • United States

Mansfield, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Avantax Investment Services, Inc.	Dallas	TX	04/2006	09/2025
Cetera Investment Services Llc	Saint Cloud	MN	08/2024	Present
Cetera Financial Specialists Llc	Schaumburg	IL	08/2024	Present
Cetera Advisors Llc	Greenwood Village	CO	08/2024	Present
Cetera Wealth Services, Llc	El Segundo	CA	08/2024	Present
Cetera Wealth Services, Llc	Dallas	TX	09/2025	Present
Cetera Investment Adviser	Schaumburg	IL	07/2026	Present

04/2006 → 09/2025

Avantax Investment Services, Inc.

Dallas, TX
08/2024 → Present

Cetera Investment Services Llc

Saint Cloud, MN
08/2024 → Present

Cetera Financial Specialists Llc

Schaumburg, IL
08/2024 → Present

Cetera Advisors Llc

Greenwood Village, CO
08/2024 → Present

Cetera Wealth Services, Llc

El Segundo, CA
09/2025 → Present

Cetera Wealth Services, Llc

Dallas, TX
07/2026 → Present

Cetera Investment Adviser

Schaumburg, IL

Other Businesses

The Strive For Kids~'NIR'~406 Lake Park Dr~Grand Prairie~TX~75052~Other~Director/Officer~1/28/2015~8hrs~0hrs~Board of Directors/Treasurer for Non Profit Organization benefiting impoverished children/families|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-07
S63	Uniform Securities Agent State Law Examination	2008-11-21

S66 Uniform Combined State Law Examination

2026-07-07
S63 Uniform Securities Agent State Law Examination

2008-11-21