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Jennifer Rice Gates

CW Advisors, LLC

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About Jennifer Rice Gates

Jennifer Gates is a registered investment advisor representative with CW Advisors, LLC. Jennifer has been in the industry since 1997. She specializes in providing financial planning services, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Jennifer holds Series 6, 7, 63, and 65 licenses. Jennifer is also a trustee and co-trustee of various trusts.

Firm Information

Jennifer Gates 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 Gates’s Registration & Firm History

MA

11/04/2020 - Present

CW Advisors, LLC (BOSTON MA)

MA

05/20/1999 - 04/11/2008

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

IL

08/27/1997 - 05/19/1999

WAM BROKERAGE SERVICES, L.L.C. (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/26/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Rice Gates.
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