Jonathan R. Wiley
Professional summary
Jonathan Ryan Wiley, who also goes by Jonathan Ryan Wiley, is a registered financial advisor currently at WILEY CAPITAL PARTNERS located in Greenwich, Connecticut.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jonathan has worked at 6 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Ryan Wiley's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2023 - Present
WILEY CAPITAL PARTNERS
Office #1: 500 W. Putnam Ave. Suite 400, Greenwich, CT 06830October 28, 2022 - July 20, 2023
CADARET, GRANT & CO., INC.
March 27, 2020 - July 20, 2023
CADARET, GRANT & CO., INC.
August 9, 2019 - April 14, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
September 5, 2018 - July 24, 2023
ARCH GLOBAL ADVISORS, LLC
October 23, 2015 - March 21, 2018
VOYA FINANCIAL ADVISORS, INC.
December 14, 2007 - October 28, 2015
NATIONAL SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2025)
(7/21/2023)
(10/5/2023)
Exams
Current Firm
WILEY CAPITAL PARTNERS
CRD#: 326972 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 102 |
| AUM (Assets Under Management) | $ 28,526,582 |
Red Flags
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