Jonathan Wiley
Wiley · Greenwich, Connecticut
Jonathan Wiley is a fee-only financial advisor at Wiley in Greenwich, Connecticut. Jonathan focuses on estate & legacy planning and retirement planning. Wiley reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Wiley |
|---|---|
| Based in | Greenwich, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $29.2M across 106 accounts |
| SEC registration | Investment adviser representative in AZ, CT, FL · CRD 5460021 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | wileyinvestment.com |
| Profile |
How Jonathan's firm compares
- Wiley's average account is about $276,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Jonathan
Is Jonathan Wiley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Wiley 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, Wiley, reports charging a percentage of assets on its SEC Form ADV.
Where is Jonathan Wiley based?
Jonathan Wiley is based in Greenwich, Connecticut.
What does Jonathan specialize in?
Jonathan's specialties include estate & legacy planning and retirement planning. Jonathan works with founders.
Is Jonathan Wiley registered with the SEC?
Yes. Jonathan Wiley is registered as an investment adviser representative in AZ, CT and FL (CRD 5460021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wiley manage?
Wiley reports $29.2M across 106 accounts in assets under management.
How do I contact Jonathan Wiley?
Through Jonathan's website, wileyinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Wiley website : specialties, clients served, and fees, checked October 30, 2026
- 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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