Jennifer Rice Gates

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2009 → 09/2020
  Congress Wealth Management Llc
  Boston, MA
• 09/2020 → Present
  Congress Wealth Management, Llc
  Boston, MA

Previous Registrations

• 2010-02-23 → 2020-12-02
  Congress Wealth Management Llc
  Boston, MA
• 2004-08-19 → 2008-04-11
  Strategic Advisers Llc
  Boston, MA
• 1999-06-01 → 2004-08-04
  Strategic Advisers Llc
  Boston, MA
• 2003-03-24 → 2004-08-04
  Fidelity Personal Trust Company, Fsb
  Boston, MA

Other Businesses

1) Trustee/Co-Trustee; Investment Related; Appx. 3. Hrs/Mnth; Serves as the trustee and co-trustee of various trusts, some of which are Congress Wealth Management LLC clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-26
• S63 Uniform Securities Agent State Law Examination
  1997-09-26

Other Names

• Jenny Rice
• Jennifer Marie Rice
• Jennifer Marie Rice Gates
• Jennifer R Gates