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Jonathan Wiley

Wiley Capital Partners

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About Jonathan Wiley

Jonathan Wiley is a registered investment advisor representative with Wiley Capital Partners, LLC. Jonathan has been in the financial industry for over 15 years, and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Jonathan previously worked at Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., Voya Financial Advisors, Inc., and National Securities Corporation. Jonathan holds a Series 66, Series 30, SIE, Series 3, and Series 7 licenses.

Firm Information

Jonathan Wiley is currently registered with Wiley Capital Partners. Wiley Capital Partners is an investment advisor registered with the SEC. The firm manages approximately $19.5 million in discretionary assets for 67 clients. Wiley Capital Partners provides financial planning and portfolio management services for individuals and businesses. They serve high-net-worth individuals and other individuals.

$19.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Wiley’s Registration & Firm History

CT

10/05/2023 - Present

Wiley Capital Partners (GREENWICH CT)

NY

03/27/2020 - 07/20/2023

CADARET, GRANT & CO., INC. (New York NY)

NY

08/09/2019 - 04/14/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (New York NY)

NY

10/23/2015 - 03/21/2018

VOYA FINANCIAL ADVISORS, INC. (LONG ISLAND CITY NY)

NY

12/14/2007 - 10/28/2015

NATIONAL SECURITIES CORPORATION (WESTBURY NY)

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Licenses & Designations

BOTH

Issued 01/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2010

Series 30 - NFA Branch Manager Examination

BC

Issued 03/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2009

Series 3 - National Commodity Futures Examination

BC

Issued 12/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jonathan Wiley. Review regulatory record here.
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