John Kennedy

Employer firm

Rwa Wealth Partners CRD 156984

$19.8B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TRUSTEE AND TRUST ADMINSTRATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 11/2023
  Adviser Investments Llc
  Newton, MA
• 11/2023 → Present
  Rwa Wealth Partners, Llc
  Newton, MA

Previous Registrations

• 2011-11-22 → 2012-03-02
  Adviser Investments
  Newton, MA
• 2008-06-16 → 2009-02-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
  Providence, RI

Exams

• S66 Uniform Combined State Law Examination
  1998-10-29

Other Names

• John C Kennedy
• John Coleman Kennedy
• John C Kennedy