Searle &
47yrs
Top advisor by experience in Greenwich
19yrs
Jonathan Wiley
Financial advisor at Wiley Capital Partners
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 58% of advisors nationwide
OfficeTwo Greenwich Office Park Suite 270, Greenwich, CT 06831
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Wiley Capital Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2023 – nowWiley Capital PartnersCurrent firm
- Oct 2022 – Jul 2023Cadaret, Grant & CO., Inc.Previously
- 2018 – 2023Arch Global Advisors, LLCPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Wiley Capital Partners at 212-671-2948 and ask for Jonathan Wiley. Jonathan works from the Greenwich, CT office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2008, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Wiley Capital Partners reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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