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Ryan Wheeler

Jefferies LLC

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About Ryan Wheeler

Ryan Wheeler is a financial professional with over two years of experience in the financial services industry. Ryan currently holds a Series 79TO and SIE license and is registered in Massachusetts. Ryan is employed by Jefferies LLC, a firm with a national presence. Ryan's prior experience includes a role with KeyBanc Capital Markets Inc. in Cleveland, Ohio.

Firm Information

Ryan Wheeler is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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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Ryan Wheeler’s Registration & Firm History

MA

08/09/2024 - Present

Jefferies LLC (BOSTON MA)

OH

04/02/2022 - 07/29/2024

KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 07/31/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Wheeler.
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