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John Kennedy

RWA Wealth Partners

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About John Kennedy

John Kennedy is a financial advisor in Newton, MA. John has been a registered advisor since 1998 and is licensed to practice in Massachusetts and Texas. John has been with RWA Wealth Partners since 2012, and was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. John specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. John's firm, RWA Wealth Partners, has over $15 billion in assets under management and serves over 19,000 clients.

Firm Information

John Kennedy 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 Kennedy’s Registration & Firm History

MA

01/12/2016 - Present

RWA Wealth Partners (NEWTON MA)

RI

04/17/2008 - 02/17/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)

RI

04/23/2007 - 03/31/2008

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

RI

01/10/2001 - 04/23/2007

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

04/06/2000 - 12/08/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

09/09/1998 - 04/11/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/29/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Kennedy. Review regulatory record here.
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