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Mr. Jack Edward Wheeler, Jr. brings a well distinguished background to the Oklahoma City Merrill Lynch complex. For several years, Mr. Wheeler has served both as an Attorney and a Financial Advisor in the banking industry. However, he does not provide legal or tax advice in his services at Merrill Lynch.
His areas of expertise are working with high net worth estates, restricted stock options, alternative investments, market linked investments, private money managers, hedge funds, venture capital, private equity and institutional money management. Mr. Wheeler’s business experience also includes working with business owners to sell their companies and raise capital.
Additionally, Jack has extensive
experience assisting the Firm’s high net worth clients primarily business owners, retirees, individual retirement plans, and company retirement plans such as 401(k)s, IRAs and SEPs with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and solutions, securities lending, residential lending, commercial lending, private aircraft financing and private banking.
Prior to joining Merrill Lynch, Mr. Wheeler spent five years with Morgan Stanley. He first served as a Financial Advisor, then a Restricted Securities Expert and subsequently as the only Wealth Advisor for the Morgan Stanley Global Wealth Management Group in Oklahoma. In June 2009, Mr. Wheeler moved to Merrill Lynch in order to offer a higher level services to his clients.
Since 2006 Jack has 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).
His well rounded education began with a B.A. in Communications immediately followed with an M.B.A from the University of Central Oklahoman and ultimately a Juris Doctorate from the Tulsa College of Law. While in law school, Mr. Wheeler studied abroad and spent 17 months in Europe working with complex international business/securities legal issues in the European Union for organizations such as British Telecom and the World Trade Organization. He attended classes at Christ College Oxford, England; University of London, England; Institut Universitaire de Hautes Études Internationals Geneva, Switzerland; Irish International Institute Lueven, Belgium; University College Dublin, Ireland; Université du Luxembourg, Luxembourg and the Université Panthéon-Assas Paris, France.
In his spare time, Jack has worked with local charities like the Make-A-Wish Foundation, Feed the Children, The Food Bank, Boy Scouts of America, Oklahoma Museum of Art, The Oklahoman Historical Society and many others. Additionally, Jack enjoys attending church, reading, traveling, swimming, exotic cars and most importantly spending time with his family.
“I am just a regular guy who gets to work with extraordinary people”
- Jack Wheeler -
Licensed Securities Broker.
Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
Oklahoma; United States
Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. The company provides unmatched
convenience in the United States, serving more than 59 million consumer and small business relationships with more than 6,100 retail banking offices, more than 18,000 ATMs and award-winning online banking with more than 25 million active users. Bank of America offers industry leading support to more than 4 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients in more than 150 countries and has relationships with 99 percent of the U.S. Fortune 500 companies and 83 percent of the Fortune Global 500. Bank of America Corporation stock (NYSE: BAC) is a component of the Dow Jones Industrial Average and is listed on the New York Stock Exchange. Following the combination with Merrill Lynch, Bank of America has become: The largest brokerage in the world, with more than 15,000 Financial Advisors and approximately $2.2 trillion in client assets A leading provider of global corporate and investment banking services, including commercial lending, global high-yield debt, global equity and global M&A A global leader in wealth management, private banking and retail brokerage Bank of America owns approximately 34% of the economic interest in BlackRock, an independent, publicly-traded investment management firm
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Sep 15, 2012
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