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Jennifer Kristine Desisto

CW Advisors, LLC

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About Jennifer Kristine Desisto

Jennifer Kristine Desisto is a financial advisor with CW Advisors, LLC located in Boston, MA. Jennifer has been in the financial services industry since 1998 and has extensive experience in portfolio management for individuals, businesses, and pooled investment vehicles. Jennifer is a Chartered Financial Analyst (CFA) and has a strong commitment to providing personalized financial advice to clients. Jennifer also offers financial planning services, pension consulting, and selection of other advisors.

Firm Information

Jennifer Desisto is currently registered with CW Advisors, LLC. CW Advisors, LLC is a Boston-based investment advisory firm with over $6.9 billion in regulatory assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. CW Advisors serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors.
CW Advisors, LLC

155 SEAPORT BLVD

BOSTON, MA 02210

$6.92B

Assets Under Management

9

Total Clients

51

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Desisto’s Registration & Firm History

MA

10/03/2024 - Present

CW Advisors, LLC (BOSTON MA)

TX

09/05/2000 - 07/24/2003

FLEET SECURITIES, INC. (DALLAS TX)

CA

09/30/1998 - 09/05/2000

FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Kristine Desisto.
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