# Jonathan Wakely

> Jonathan Wakely is a fee-only financial advisor at Wakely Investment Management in Boston, Massachusetts. Wakely Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-wakely/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wakely Investment Management
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $86.7M across 130 accounts
- **CRD:** 4474772 (https://adviserinfo.sec.gov/individual/summary/4474772)
- **SEC registration:** Investment adviser representative in FL, LA, MA, ME
- **Exams passed:** Series 65 (2006), Series 66 (2002)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.wakelyinvest.com

## Frequently asked questions

### Is Jonathan Wakely a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Wakely Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Wakely Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jonathan Wakely based?

Jonathan Wakely is based in Boston, Massachusetts.

### Is Jonathan Wakely registered with the SEC?

Yes. Jonathan Wakely is registered as an investment adviser representative in FL, LA, MA and ME (CRD 4474772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wakely Investment Management manage?

Wakely Investment Management reports $86.7M across 130 accounts in assets under management.

### How do I contact Jonathan Wakely?

Through Jonathan's website, www.wakelyinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4474772): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.