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RIA / WealthAdvisor27 years in industry

JOSHUA WEBSTER JONES

Advisor at RWA WEALTH PARTNERS

BOSTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RWA WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 3, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 3, 1998
First registration: Apr 2, 2000
Dual registered: no
IAPD individual key: 3122004

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RWA WEALTH PARTNERS	Independent wealth	Feb 17, 2012	n/a	yes	BOSTON, MA	Current employment
ADVISER INVESTMENTS ACQUISITION CO LLC	Former SEC adviser	Mar 25, 2011	Dec 7, 2016	no	NEWTON, MA	Previous registration
KOBREN INSIGHT MANAGEMENT INC	n/a	Feb 22, 2005	Mar 29, 2011	no	WELLESLEY HILLS, MA	Previous registration
TIAA-CREF TRUST COMPANY, FSB	n/a	Sep 3, 2004	Mar 7, 2005	no	ST. LOUIS, MO	Previous registration
KOBREN INSIGHT MANAGEMENT INC	n/a	Apr 2, 2000	Sep 3, 2004	no	WELLESLEY HILLS, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISER INVESTMENTS ACQUISITION CO LLC	RWA WEALTH PARTNERS	Dec 7, 2016	Feb 17, 2012	-1,755	Firm change after gap	Other
KOBREN INSIGHT MANAGEMENT INC	ADVISER INVESTMENTS ACQUISITION CO LLC	Mar 29, 2011	Mar 25, 2011	-4	Firm change	Other
TIAA-CREF TRUST COMPANY, FSB	KOBREN INSIGHT MANAGEMENT INC	Mar 7, 2005	Feb 22, 2005	-13	Firm change	Other
KOBREN INSIGHT MANAGEMENT INC	TIAA-CREF TRUST COMPANY, FSB	Sep 3, 2004	Sep 3, 2004	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
156985:156984:MA:2016-12-07	Dec 7, 2016	Feb 17, 2012	NEWTON, MA	Firm change after gap

Relationships

Registered with (4)

→ RWA WEALTH PARTNERSRegistered adviserregistration: current employment
Feb 17, 2012 to presentfactForm ADV
→ ADVISER INVESTMENTS ACQUISITION CO LLCRegistered adviserregistration: previous registration
Mar 25, 2011 to Dec 7, 2016factForm ADV
→ KOBREN INSIGHT MANAGEMENT INCRegistered adviserregistration: previous registration
Feb 22, 2005 to Mar 29, 2011factForm ADV
→ TIAA-CREF TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Sep 3, 2004 to Mar 7, 2005factForm ADV

Dated events

No dated event names this entity yet.