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Jennifer K Loveless

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 2023-12-06
  • MA RA
    APPROVED
    Since 2023-12-06

Branch Locations

Prudential Tower, 800 Boylston Street, Boston, MA 02199-3600 • 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
Boston Private Wealth Management, Llc Boston MA 10/2014 11/2019
Ropes Wealth Advisors Llc Boston MA 12/2019 02/2021
Ropes Wealth Advisors Llc Boston MA 03/2021 10/2023
Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, Llc Boston MA 11/2023 Present
  • 10/2014 → 11/2019
    Boston Private Wealth Management, Llc
    Boston, MA
  • 12/2019 → 02/2021
    Ropes Wealth Advisors Llc
    Boston, MA
  • 03/2021 → 10/2023
    Ropes Wealth Advisors Llc
    Boston, MA
  • 11/2023 → Present
    Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, Llc
    Boston, MA
Previous Registrations
  • 2020-02-25 → 2023-11-29
    Ropes Wealth Advisors
    Boston, MA
  • 2014-11-14 → 2019-11-22
    Svb Wealth
    Boston, MA
  • 2013-11-25 → 2014-11-26
    Banyan Partners, Llc
    Palm Beach Gardens, FL
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-25
  • S65 Uniform Investment Adviser Law Examination
    2013-11-25
Designations

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
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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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