Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack W. Wheeler is an Investment Advisor Representative at HT Partners LLC. Jack has been working in the financial services industry since 2021. Jack holds the Series 65 license and is registered with the state of Connecticut. Jack's specializations include retirement planning, college savings and education, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Multifamily office advisory; financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
03/05/2022 - Present
HT Partners LLC (CENTERBROOK CT)
IA
Issued 03/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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