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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst24 years in industry

Jennifer Kleimon Votano

Advisor at RWA WEALTH PARTNERS

Boston, MA

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Search this name across graphsid dfx:ria:d3a5860e-4cd2-7e33-b9a7-ac143206e659

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 3, 2002 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: Apr 3, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
First registration: Apr 3, 2002
Dual registered: no
Other names: JENNIFER R KLEIMON|JENNIFER K VOTANO
IAPD individual key: 4553168

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	Nov 7, 2025	n/a	yes	Boston, MA	Current employment
CITIZENS PRIVATE WEALTH	Bd affiliated wealth	Nov 22, 2021	Sep 30, 2025	no	TARRYTOWN, NY\|BOSTON, MA	Previous registration
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC	Independent wealth	Jul 2, 2007	Oct 22, 2021	no	WELLESLEY, MA\|WELLESLEY, MA	Previous registration
PALMERDODGE ADVISORS LLC	Former SEC adviser	Feb 23, 2004	Apr 1, 2005	no	BOSTON, MA	Previous registration
LONG WHARF INVESTORS	Former SEC adviser	Apr 3, 2002	Feb 9, 2004	no	BOSTON, 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
CITIZENS PRIVATE WEALTH	RWA WEALTH PARTNERS	Sep 30, 2025	Nov 7, 2025	38	Firm change	Ibd to RIA
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC	CITIZENS PRIVATE WEALTH	Oct 22, 2021	Nov 22, 2021	31	Firm change	RIA to RIA
PALMERDODGE ADVISORS LLC	NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC	Apr 1, 2005	Jul 2, 2007	822	Firm change after gap	Other
LONG WHARF INVESTORS	PALMERDODGE ADVISORS LLC	Feb 9, 2004	Feb 23, 2004	14	Firm change	Other

Relationships

Registered with (5)

→ RWA WEALTH PARTNERSRegistered adviserregistration: current employment
Nov 7, 2025 to presentfactForm ADV
→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: previous registration
Nov 22, 2021 to Sep 30, 2025factForm ADV
→ NEW ENGLAND PRIVATE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 2, 2007 to Oct 22, 2021factForm ADV
→ PALMERDODGE ADVISORS LLCRegistered adviserregistration: previous registration
Feb 23, 2004 to Apr 1, 2005factForm ADV
→ LONG WHARF INVESTORSRegistered adviserregistration: previous registration
Apr 3, 2002 to Feb 9, 2004factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
Jennifer Kleimon Votano left Citizens Private Wealth for Rwa Wealth Partners (registered 2025-11-07)
Form ADVobserved 5 days ago