James Wheeler

James Wheeler, also known as J.R. Wheeler or James Joseph Ross Wheeler, is the Principal Owner at Simplify Wealth Management, based in Texas. Here are some key details about him:

Background and Experience

• J.R. Wheeler started his entrepreneurial journey in 2008 by selling CUTCO cutlery, where he eventually became a sales manager.4
• He transitioned into the financial services industry and is now the Principal Owner at Simplify Wealth Management.

Current Role

• At Simplify Wealth Management, Wheeler is involved in managing and advising clients on various financial aspects, including wealth creation, preservation, and transfer.34

Licenses and Certifications

• He holds licenses such as Securities Investment Advisor Representative and Insurance Agent for accident and health.1

Professional Presence

• Wheeler is active on LinkedIn under the username @jjrwheeler, where he shares insights and updates related to financial coaching, income planning, and estate planning.12

Business

• Simplify Wealth Partners, where Wheeler is a principal owner, focuses on simplifying wealth management processes for their clients, helping them manage their savings and achieve their financial goals.34