JW
Jeffrey Wheeler
from The Wealth Collaborative, Inc.
Jeffrey Wheeler is a financial advisor based in California, Westlake Village,
with 24 years of experience. Jeffrey currently works for
The Wealth Collaborative, Inc..
Jeffrey maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Jeffrey Wheeler works at The Wealth Collaborative, Inc.
The Wealth Collaborative, Inc. is a financial advisory firm based in Westlake Village, California. It currently has approximately $593,264,631 of assets under management and employs about 3 people. The Wealth Collaborative, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
30699 Russell Ranch Road, Suite 185, Westlake Village, California, 91362
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting