Joshua Webster Jones

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2000-02-28
• S63 Uniform Securities Agent State Law Examination
  1998-12-03