Jonathan Norman Wakely

Current Employers

Wakely Investment Management

One Boston Place Suite 2600, Boston, MA 02108 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2025-11-17
LA	RA	APPROVED	2025-06-05
FL	RA	APPROVED	2025-04-02
MA	RA	APPROVED	2013-03-20

ME RA
APPROVED

Since 2025-11-17
LA RA
APPROVED

Since 2025-06-05
FL RA
APPROVED

Since 2025-04-02
MA RA
APPROVED

Since 2013-03-20

Branch Locations

Boston, MA • United States

One Boston Place Suite 2600, Boston, MA 02108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
J Wakely Advisors, Llc	Boston	MA	04/2013	Present

04/2013 → Present

J Wakely Advisors, Llc

Boston, MA

Previous Registrations

2008-05-27 → 2013-04-09

Pw Global Advisors

Beverly Hills, CA

Boston, MA
2006-08-09 → 2008-05-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Boston, MA

Other Businesses

NAME OF OBA: CARDIAN MOUNTAIN SCHOOL; ADDRESS OF OBA: CANANN, NH 03741; NATURE: PRE PREP-SCHOOL; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: ON BOARD AND SIT ON THE INVESTMENT COMMITTEE; START DATE: 05/2015; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-08-08
S66	Uniform Combined State Law Examination	2002-01-16

S65 Uniform Investment Adviser Law Examination

2006-08-08
S66 Uniform Combined State Law Examination

2002-01-16

Other Names

Jonathan Wakely

View on SEC IAPD