Wakely Investment Management

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Client assets under management

$82,891,208

Clients

32% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,454,232

About

Wakely Investment Management is a boutique registered investment adviser managing roughly $86.7 million for about 57 client relationships and supported by a three-advisor team. The firm serves individual clients (including high‑net‑worth households), trusts, estates, and charitable organizations, providing portfolio management and integrated wealth‑management services that include ongoing financial planning.

The firm develops individualized investment policies through client discussions and constructs portfolios using ETFs, mutual funds, individual equities, and fixed income, managing accounts on either a discretionary or non‑discretionary basis. Its investment process combines fundamental analysis with technical and cyclical methods and, in some accounts, may incorporate option strategies, short sales, or margin—approaches that introduce additional risks and are less common for similarly sized advisers.

Wakely typically recommends custody and execution through a single institutional broker and participates in that broker’s institutional program, from which it receives operational and research benefits that could present conflicts of interest; the firm also reserves the right to decline accounts that direct use of other broker‑dealers. The firm maintains a generally applicable relationship minimum (typically $1 million, negotiable), manages a relatively small roster of clients allowing tailored service, and does not vote client proxies, leaving proxy voting responsibility to clients.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management

Fee options

Percentage

0.00% to 1.00% annually

Other

Account minimum: $1,000,000

Main office location

Wakely Investment Management

One Boston Place, Suite 2600

Boston MA 02108, United States

Number of offices

Most active in

Florida · Louisiana · Maine · Massachusetts

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (617) 850-9091

Advisors at this firm

Margaret R

Series 63, Series 65

Boston, MA

Wakely Investment Management

Margaret Ranger is a financial advisor at Wakely Investment Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J Wakely Advisors, LLC since 2013. Wakely Investment Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides tailored portfolio management and financial planning, using a goal-based process and a combination of fundamental, technical, and cyclical investment analysis.

Wealth management Active portfolio management

Jonathan W

Series 65, Series 66

Boston, MA

Wakely Investment Management

Jonathan Wakely is a financial advisor at Wakely Investment Management in Boston, MA, with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has led J Wakely Advisors, LLC since 2013. Wakely serves as a board member and sits on the investment committee of Cardigan Mountain School, a preparatory school in New Hampshire. Wakely Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a tailored, goal-based investment process and employs a range of strategies across equities, fixed income, mutual funds, and ETFs.

Wealth management Active portfolio management

Jennifer M

CFP®

Boston, MA

Wakely Investment Management

Jennifer Morrell is a CFP® professional at Wakely Investment Management with 10 years of industry experience. She previously worked at Nevils Financial, LLC for 12 years before joining J Wakely Advisors, LLC. Wakely Investment Management provides ongoing portfolio management and financial planning advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a tailored, goal-based process and a combination of fundamental, technical, and cyclical investment analysis to manage approximately $83 million in client assets.

Wealth management Active portfolio management

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