Jack W. Wheeler
Investment adviser representative at Ht Partners LLC
16 yearsExperience
1 stateRegistered in
$556.3MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Ht Partners LLCMay 2021 to now
- InstacartMay 2020 to May 2021
- Student and UnemployedSep 2019 to May 2020
- East Lyme Parks & RecreationJun 2019 to Sep 2019
- Adelphi UniversityJan 2019 to May 2019
- Student and UnemployedSep 2018 to Jan 2019
- East Lyme Parks & RecreationJun 2018 to Sep 2018
- Student and UnemployedSep 2017 to Jun 2018
- East Lyme Aquatics CenterFeb 2016 to Sep 2017
- Full-time EducationSep 2010 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
Ht Partners LLC
$556.3MAssets managed
121Clients
5Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7401677
- Firm CRD
- 147400