Jack Wheeler

Jack Wheeler: Email & Phone Number

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Planning and Client Service Associate at Retirement In Focus|New York City Metropolitan Area, United States

Position:

Planning and Client Service Associate at Retirement In Focus

Location:

New York City Metropolitan Area, United States

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Last updated: 2026-09-26
Updated: 2026-09-26

Found email addresses for Jack Wheeler:

Business emails:
Personal emails:
j******5@gmail.com,
j********l@gmail.com

Found phone for Jack Wheeler:

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Work Experience 8 years

Planning and Client Service Associate at Retirement In Focus

Aug 2026 - Current

Financial Planner at Barnum Financial Group

Jun 2025 - Aug 2026

Business Development Representative at Pontera

Apr 2024 - May 2025

Assistant Manager at Hayden Sports

Aug 2023 - Mar 2024

Head Student Manager at Boston College Football

Sep 2019 - May 2023

Kitchen Staff at Pequot Yacht Club

Jun 2018 - Aug 2019

Jack Wheeler started working in 2018, then the employee has changed 5 companies and 5 jobs. On average, Jack Wheeler works for one company for 1 year 4 months.

Their professional focus is Analytical Skills, Attention to Detail, and Communication across 3 core areas.

Jack holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Science - BS at Boston College Carroll School of Management

Fairfield College Preparatory School

Jack Wheeler Namesakes

Name
Company
Position
Jack Wheeler
Advanced Communications and Consulting, INC
Wireless Technician
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Jack Wheeler
Customer Care Specialist
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Jack Wheeler
Service Manager
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Other employees at Retirement In Focus

Name
Company
Position
Ryan Boz Johnson
Chief Operating Officer
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