Jonathan Wakely
Wakely Investment Management · Boston, Massachusetts
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.
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Facts
| Firm | Wakely Investment Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $86.7M across 130 accounts |
| SEC registration | Investment adviser representative in FL, LA, MA, ME · CRD 4474772 |
| Exams passed | Series 65 (2006) · Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wakelyinvest.com |
How Jonathan's firm compares
- Wakely Investment Management's average account is about $667,000, from its Form ADV (assets managed divided by 130 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Boston
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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