Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra June Jones is an investment advisor representative at RWA Wealth Partners. Cassandra has been in the industry since 2021 and has a Series 65 license. Cassandra is registered with the state of Massachusetts and has a strong focus on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Cassandra is also registered as an investment advisor representative in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Model provider fee
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2
MA
08/27/2024 - Present
RWA Wealth Partners (NEWTON MA)
IA
Issued 12/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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