Jack Wheeler

About Jack Wheeler

As a former attorney*, FINRA arbitrator, distinguished community leader, Financial Advisor and Branch Manager with deep banking and finance experience, I bring a diverse range of skills and business knowledge to Wells Fargo Advisors and my clients. Although I do not provide legal or tax advice at the firm, my areas of expertise include working with high-net-worth estates, restricted stock options, alternative investments, private money managers, hedge funds, venture capital, private equity and institutional money management. I have extensive experience working with retirees, business owners and both individual and company retirement plans to provide custom financial and investment strategies, wealth transfer and preservation, and access to various products and services offered through Wells Fargo affiliates.Since 2005, I have been an arbitrator with the New York Stock Exchange and The National Association of Securities Dealers, both now known as the Financial Industry Regulatory Authority (FINRA). I am highly regarded for my holistic approach to helping clients achieve their goals, and I take pride in my reputation for honesty, integrity and reliability.I have a broad educational background, including receiving my M.B.A. and law degree in the U.S. and pursuing advanced studies in Europe. Today I live in Rockford, IL. with my wife and two daughters.Office: 81••••••07 Email: j••••••••@wellsfargoadvisors.com * Not currently practicing. This information is intended for use by residents of AL, AR, AZ, CA, CO, GA, ID, IL, MA, ME, OK, SC, TX, UT, WA, and WI only.California Insurance Producer License No: 0G71965. Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Executive Director, Branch Manager

   Wells Fargo Advisors

   Jun 2019 — Present

Education

• University of Central Oklahoma

  Master's Degree

  1998 — 1999

• Deer Creek High School

  High School Diploma/GED

  1994 — 1995

• University of Tulsa

  Juris Doctorate Degree

  2000 — 2002

• University of Central Oklahoma

  Bachelor's Degree

  1997 — 1998

Skills

• Retirement Planning
• Estate Planning Services
• Wealth Management