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Jeff Jacob Menning

Rwa Wealth Partners

Boston, MA

Costa Mesa, CA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-14
  • CA RA
    APPROVED
    Since 2023-06-14

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

3200 Park Center Drive, Suite 1260, Costa Mesa, CA 92626 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Amtrust Financial Services Laguna Beach CA 04/2016 10/2017
Polaris Greystone Financial Group, Llc Costa Mesa CA 10/2017 11/2023
Adviser Investments, Llc Newton MA 06/2023 03/2024
Rwa Wealth Partners, Llc Newton MA 03/2024 Present
  • 04/2016 → 10/2017
    Amtrust Financial Services
    Laguna Beach, CA
  • 10/2017 → 11/2023
    Polaris Greystone Financial Group, Llc
    Costa Mesa, CA
  • 06/2023 → 03/2024
    Adviser Investments, Llc
    Newton, MA
  • 03/2024 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Previous Registrations
  • 2017-10-31 → 2023-11-07
    Polaris Wealth Advisory Group
    Costa Mesa, CA
    Irvine, CA
    San Rafael, CA
  • 2011-01-19 → 2016-04-11
    Td Ameritrade, Inc.
    Honolulu, HI
    Encino, CA
    Los Angeles, CA
  • 2011-01-19 → 2016-04-11
    Td Ameritrade Investment Management, Llc
    Honolulu, HI
    Encino, CA
    Santa Monica, CA
  • 2010-06-29 → 2010-12-22
    Chase Investment Services Corp.
    San Diego, CA
    San Diego, CA
  • 2000-02-23 → 2008-11-12
    Strategic Advisers Llc
    Wilmette, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-01-24
S63 Uniform Securities Agent State Law Examination 1997-08-27
  • S65 Uniform Investment Adviser Law Examination
    2000-01-24
  • S63 Uniform Securities Agent State Law Examination
    1997-08-27
Designations
Other Names
  • Jeffrey Menning

View on SEC IAPD

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GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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