Cassandra
Jones
Rwa Wealth Partners
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About this Advisor
Cassandra Jones is a financial advisor based in Newton Center, Massachusetts, working with Rwa Wealth Partners. Cassandra has previously held positions at Corepath Wealth Partners, Central Washington University, Central Valley High School, and Rwa Wealth Partners, LLC. Cassandra has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Cassandra is part of Rwa Wealth Partners, which operates out of Newton Center, Massachusetts. The firm has 9 offices and 189 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Rwa Wealth Partners includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rwa Wealth Partners Brokerage Details
$15,423,271,608
189
19,495
$791,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Cassandra Jones Work History
Rwa Wealth Partners, LLC
Corepath Wealth Partners
Corepath Wealth Partners
Central Wahington University
Central Valley High School
Disclosures
Please visit the SEC profile of Cassandra Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rwa Wealth Partners
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Troy, MI
Boston, MA
Newton Center, MA
Newton Center, MA
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