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John Connor Ronan

RWA Wealth Partners

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About John Connor Ronan

John Connor Ronan is an Investment Advisor Representative at RWA Wealth Partners, LLC. John has been working in the financial services industry since 2018 and has a Series 65 license. John specializes in working with individuals, families, and corporations. John's advisory services include financial planning, estate planning, and portfolio management. John is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

John Ronan is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

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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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.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

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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percentage of assets

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

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other

Model provider fee

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John Ronan’s Registration & Firm History

MA

11/13/2024 - Present

RWA Wealth Partners (NEWTON MA)

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Licenses & Designations

IA

Issued 01/02/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Connor Ronan.
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