Jack Wheeler

Jack is a Financial Advisor and Investment Advisor Representative who serves as a trusted resource to clients as they navigate important financial decisions. He works collaboratively with individuals and families to help them clarify their financial goals, assess their current financial situation, and uncover areas of opportunity. Jack guides his clients in protecting what matters most through insurance strategies, building savings, and developing investment approaches that support long-term confidence and security.

Jack earned his Bachelor of Science in Business Management from Boston College, with a concentration in Finance and a minor in Computer Science. His passion for financial markets, business, and personal finance—combined with a strong belief in service and helping others—drives his commitment to supporting clients in achieving peace of mind.

Originally from Fairfield, CT, Jack now lives in Shelton with his fiancée, Lauren, and their two rescue dogs, Scoobi and Franklin. They enjoy spending time outdoors, taking long walks, and visiting the dog park. Jack is an active supporter of Lucky Dog Refuge in Stamford and values staying connected with family—especially during summers at the beach in Fairfield. Pushing his limits both personally and professionally, he completed a 50km desert ultramarathon in June 2024 and is now training for Ironman Lake Placid in 2025.

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT