JW
JW
Jonathan Wiley
17 Years of Experience
Greenwich, CT
2 Disclosures
Jonathan Wiley is a registered investment advisor at Wiley Capital Partners, based in Greenwich, CT, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 25 clients with $29M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$28.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
500 W. Putnam Ave. Suite 400, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
March 2018Customer Dispute
February 2013Closed-No Action
Employment History
Current Registrations
Wiley Capital Partners
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cadaret Grant & CO INC
October 2022 - July 2023 · 9 mos
Cadaret, Grant & CO., INC.Broker
March 2020 - July 2023 · 3 yrs 4 mos
Cambridge Investment Research, INC.Broker
August 2019 - April 2020 · 8 mos
Arch Global Advisors, LLC
September 2018 - July 2023 · 4 yrs 10 mos
Voya Financial Advisors, INC.Broker
October 2015 - March 2018 · 2 yrs 5 mos
National Securities CorporationBroker
December 2007 - October 2015 · 7 yrs 10 mos
State Registrations3 states
AZCTFL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.