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Stephen Ellsworth Johnson

RWA Wealth Partners

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About Stephen Ellsworth Johnson

Stephen Ellsworth Johnson is a financial advisor who has been in the industry since 1999. Stephen currently works for RWA Wealth Partners. Prior to joining RWA Wealth Partners, Stephen worked for Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc.. Stephen has a Series 7, Series 9, Series 10, and Series 66 licenses. Stephen is also a Certified Financial Planner. Stephen provides financial planning and portfolio management services to individuals, corporations and institutions.

Firm Information

Stephen Johnson 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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Stephen Johnson’s Registration & Firm History

MA

03/01/2023 - Present

RWA Wealth Partners (NEWTON MA)

MA

11/13/2000 - 04/25/2014

CHARLES SCHWAB & CO., INC. (BURLINGTON MA)

NY

07/15/1999 - 10/16/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 07/23/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/15/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Ellsworth Johnson.
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