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portrait of Jimmy Wheeler
FINANCIAL ADVISOR

Jimmy Wheeler

CEPA®
1817 New Lascassas Pike, Murfreesboro, TN 37130opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Jimmy

I began my career as a financial advisor with Edward Jones in 2017 after an eight-year career in real estate. After holding a real estate affiliate license for three years, I obtained my real estate broker's license in 2012. Although I enjoyed selling real estate in Murfreesboro, I discovered that I wanted a career where I could develop long-term relationships with people rather than short term transactional relationships.

As an Edward Jones financial advisor, I want to understand what is important to you. I use an established process to build personalized strategies to help you reach your long-term financial goals,...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesFebruary 2017 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Farming
  • Golfing
  • Fishing
  • Hunting
  • Music

Team Members

  • Jennifer Owens
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(615) 890-7361

Fax

(866) 604-5093

Office Address

1817 New Lascassas Pike
Murfreesboro, TN 37130opens in a new window

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