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Jennifer Ann Wheeler

American Fidelity Securities, Inc.

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About Jennifer Ann Wheeler

Jennifer Wheeler is a financial professional with American Fidelity Securities, Inc.. Jennifer has a Series 6, Series 26 and Series 63 licenses, along with the SIE exam. Jennifer has been a financial professional since December 12, 2016 and is registered in Oklahoma.

Firm Information

Jennifer Wheeler is currently registered with American Fidelity Securities, Inc.. American Fidelity Securities, Inc. is a Corporation formed in August 1969 and is approved to operate in 27 states and the District of Columbia. It has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

393

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jennifer Wheeler’s Registration & Firm History

OK

12/13/2016 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 12/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Ann Wheeler.
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