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Jordon Wheeler

Jordon Wheeler,

CFP®, CRPC® Managing Partner, Arrowhead Wealth Partners Wealth Advisor, RJFS

As the Managing Partner at Arrowhead Wealth Partners and Wealth Advisor at Raymond James Financial Services. My specialization lies in holistic financial planning, an approach that considers every aspect of my clients' financial lives to create comprehensive and effective strategies. With over 8 years of experience in the financial services industry, I've had the privilege of helping countless individuals and families navigate their financial journeys.

Throughout my career, I've earned the Certified Financial Planner® (CFP®) certification and the Chartered Retirement Planning Counselor® (CRPC®) designation. These credentials have equipped me with the knowledge and skills necessary to offer robust financial advice and planning services. What I enjoy most about my job is the confident I can provide to my clients. It's incredibly rewarding to see the stress lift off their shoulders when they realize our planning helps their financial future be on the right path.

I believe the greatest value I can offer my clients is my ability to listen to their dreams and aspirations and help them set realistic plans to pursue them. As a holistic planner, my goal is to ensure that every financial decision aligns with their overall life goals.

Originally from Missouri, I now call Peoria, Arizona home, where I live with my wonderful wife, Shealynn, our son, Liam, and our fraternal twins Nolan and Emilia. In my free time, I love to hit the golf course, travel and spend quality time with my family. Growing up in Missouri, I am also a huge St. Louis Cardinals fan.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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