Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Webster Jones is a financial advisor registered with RWA Wealth Partners, LLC in Newton, MA. Joshua has 25 years of experience in the financial services industry. Joshua is a registered Investment Advisor Representative in Massachusetts and Texas. Joshua has passed the Series 7 and Series 65 examinations. Joshua previously worked at E*TRADE SECURITIES LLC, KOBREN INSIGHT BROKERAGE, INC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY BROKERAGE SERVICES, INC., KOBREN INSIGHT MANAGEMENT-AN ADVISER INVESTMENTS COMPANY and ADVISER INVESTMENTS LLC. Joshua provides portfolio management for individuals and businesses, financial planning, and estate planning services.
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
1
2
MA
02/17/2012 - Present
RWA Wealth Partners (NEWTON MA)
MA
11/02/2005 - 03/23/2011
E*TRADE SECURITIES LLC (WELLESLEY MA)
MA
02/22/2005 - 11/11/2005
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
NY
09/01/2004 - 03/07/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
MA
01/10/2000 - 08/19/2004
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
RI
11/11/1998 - 07/26/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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