John Wheeler has been an investment adviser representative at Carmel Capital Partners since November 2023, and is not listed among the firm’s executive officers or direct owners.
Carmel Capital Partners, LLC is a San Diego, CA firm with $434M under management, 263 clients and 5 advisers across 5 offices, as of its March 2026 filing.
John Wheeler is Wealth Advisor of Carmel Capital Partners. He has over 30 years of experience advising owners and family-controlled businesses, with a focus on building family continuity supported by the business, real estate, investments and long-term planning. His background includes banking, finance and management experience.
John Wheeler’s longest registration was 8 years at 303 Advisors, LLC (2015–2023). Before joining Carmel Capital Partners in 2023, John Wheeler was registered through 303 Advisors, LLC and H. Beck, Inc.
- Carmel Capital Partners, LLCCurrent– present · 2 yearsPort Charlotte, FL · Adviser representative · Firm CRD 123907
- 303 Advisors, LLC– · 8 yearsSan Diego, CA · Adviser representative · Firm CRD 175231
- H. Beck, Inc.– · 1 yearSAN Diego, CA · Adviser representative · Firm CRD 1763
Investment adviser representative registrations
John Wheeler is registered as an investment adviser representative in 2 states. The first approvals date from November 2023; the most recent is Florida, in October 2025.
- CaliforniaSince 20 November 2023
- FloridaSince 30 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 April 2014 |
| Series 7 | General Securities Representative Examination | 23 December 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Mark Wheeler
- CRD
- 1065898
- Firm
- Carmel Capital Partners · CRD 123907
- Office
- Port Charlotte, FL
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- carmelcapitalpartners.com
Where does John Wheeler work?
John Wheeler is an investment adviser representative registered through Carmel Capital Partners, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is John Wheeler a financial advisor?
Yes. John Wheeler has a current investment-adviser registration in California and Florida, through Carmel Capital Partners since November 2023.
How many years of experience does John Wheeler have?
John Wheeler has 12 years in the financial industry, since May 2014, across 3 adviser firms.
What exams has John Wheeler passed?
John Wheeler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2013. FINRA credited John Wheeler with the SIE, which began in October 2018.
Where did John Wheeler work before Carmel Capital Partners?
Before Carmel Capital Partners, John Wheeler was registered through H. Beck, Inc., May 2014 to September 2015.
Where is John Wheeler based?
John Wheeler’s registered office is in Port Charlotte, FL.
Is John Wheeler registered with FINRA?
No. John Wheeler has no current broker registration.
How can I verify John Wheeler’s record?
Search CRD 1065898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Wheeler’s full registration record.
