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Jennifer Lynn Pieson

Cw Advisors, LLC

Boston, MA

Bethlehem, PA

CRD 8223884

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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:

Current Employers
Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-11
  • PA RA
    APPROVED
    Since 2026-06-11

Branch Locations

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

74 West Broad Street Suite 320, Bethlehem, PA 18018 • 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
Cw Advisors, Llc Bethlehem PA 08/2024 Present
Agili Bethlehem PA 02/2003 08/2024
  • 08/2024 → Present
    Cw Advisors, Llc
    Bethlehem, PA
  • 02/2003 → 08/2024
    Agili
    Bethlehem, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10

View on SEC IAPD

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BAYPINE HOLDINGS LP · BOSTON, MA
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