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Joshua Webster Jones

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-02-22
TX RA APPROVED 2012-02-17
  • MA RA
    APPROVED
    Since 2012-02-22
  • TX RA
    APPROVED
    Since 2012-02-17

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • 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
OrganizationCityStateFromTo
Kobren Insight Management-An Adviser Investments Company Newton MA 03/2011 12/2016
Adviser Investments Llc Newton MA 02/2012 11/2023
Rwa Wealth Partners, Llc Newton MA 11/2023 Present
  • 03/2011 → 12/2016
    Kobren Insight Management-An Adviser Investments Company
    Newton, MA
  • 02/2012 → 11/2023
    Adviser Investments Llc
    Newton, MA
  • 11/2023 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Previous Registrations
  • 2011-03-25 → 2016-12-07
    Adviser Investments Acquisition Co Llc
    Newton, MA
  • 2005-02-22 → 2011-03-29
    Kobren Insight Management Inc
    Wellesley Hills, MA
  • 2004-09-03 → 2005-03-07
    Tiaa-Cref Trust Company, Fsb
    St. Louis, MO
  • 2000-04-02 → 2004-09-03
    Kobren Insight Management Inc
    Wellesley Hills, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-28
S63 Uniform Securities Agent State Law Examination 1998-12-03
  • S65 Uniform Investment Adviser Law Examination
    2000-02-28
  • S63 Uniform Securities Agent State Law Examination
    1998-12-03

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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