Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon M. Wheeler is a registered representative with Northwestern Mutual Investment Services, LLC. Jonathon Wheeler is licensed to provide investment advice in Florida, Michigan and Ohio. Jonathon Wheeler holds the Series 63, Series 6TO and SIE licenses. Jonathon Wheeler has been in the financial services industry since February 2022.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
OH
02/28/2022 - Present
Northwestern Mutual Investment Services, LLC (Toledo OH)
BC
Issued 03/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jonathon Wheeler is the right advisor for you? Invested Better is here to help.
