Rania Christina Jawde

Employer firm

Palm Wealth Partners CRD 323361

$179M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2014 → 06/2020
  Axa Advisors, Llc
  Boca Raton, FL
• 08/2014 → 09/2024
  Equitable Advisors, Llc
  New York, NY
• 09/2024 → Present
  Palm Wealth Partners
  Boca Raton, FL

Previous Registrations

• 2014-09-12 → 2024-10-09
  Equitable Advisors, Llc
  Boca Raton, FL

Other Businesses

1.) INSURANCE SALES THROUGH VARIOUS CARRIERS. - INVESTMENT RELATED - BOCA RATON, FL - AGENT - 2013 TO PRESENT - 5 HOURS/MONTH - 5 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2.) SECRETARY FOR SPANISH RIVER HOMEOWNERS ASSOCIATION 1 HOUR MONTH. - NON INVESTMENT RELATED - BOCA RATON, FL - VOLUNTEER POSITION - 2012 TO PRESENT - 1 HOURS/MONTH - 0 HOURS/MONTH DURING SECURITIES TRADING HOURS. 3.) BOCA MASTERMIND GROUP, MEMBER SINCE 07/23/2019 - NON INVESTMENT RELATED - BOCA RATON, FL - VOLUNTEER POSITION - 3 HOURS/MONTH - 0 HOURS/MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-14

Designations

• Certified Financial Planner

Other Names

• Rania Christina Chammas
• Rania Christina Chammas Jawde