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RIA / WealthAdvisorCertified Financial Planner29 years in industry

JEFF JACOB MENNING

Advisor at RWA WEALTH PARTNERS

Costa Mesa, CA | BOSTON, MA

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Search this name across graphsid dfx:ria:f81d0420-9ac9-38e0-63b8-cffc39e119f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 23, 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: Aug 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 27, 1997
First registration: Feb 23, 2000
Dual registered: no
Other names: Jeffrey Menning
IAPD individual key: 2909757

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	Jun 14, 2023	n/a	yes	Costa Mesa, CA\|BOSTON, MA	Current employment
POLARIS WEALTH ADVISORY GROUP	Former SEC adviser	Oct 31, 2017	Nov 7, 2023	no	Costa Mesa, CA\|Irvine, CA\|SAN RAFAEL, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 19, 2011	Apr 11, 2016	no	HONOLULU, HI\|ENCINO, CA\|SANTA MONICA, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 19, 2011	Apr 11, 2016	no	HONOLULU, HI\|Encino, CA\|Los Angeles, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 29, 2010	Dec 22, 2010	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 23, 2000	Nov 12, 2008	no	WILMETTE, IL	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
POLARIS WEALTH ADVISORY GROUP	RWA WEALTH PARTNERS	Nov 7, 2023	Jun 14, 2023	-146	Firm change after gap	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Apr 11, 2016	Jan 19, 2011	-1,909	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 11, 2016	Jan 19, 2011	-1,909	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	TD AMERITRADE, INC.	Dec 22, 2010	Jan 19, 2011	28	Firm change	Other
STRATEGIC ADVISERS LLC	CHASE INVESTMENT SERVICES CORP.	Nov 12, 2008	Jun 29, 2010	594	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
158718:156984:CA:2023-11-07	Nov 7, 2023	Jun 14, 2023	SAN RAFAEL, CA	Firm change after gap

Relationships

Registered with (6)

→ RWA WEALTH PARTNERSRegistered adviserregistration: current employment
Jun 14, 2023 to presentfactForm ADV
→ POLARIS WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Oct 31, 2017 to Nov 7, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 19, 2011 to Apr 11, 2016factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 19, 2011 to Apr 11, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 29, 2010 to Dec 22, 2010factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 23, 2000 to Nov 12, 2008factForm ADV

Dated events

Occurred
Nov 7, 2023
Advisor changed firm
Jeff Jacob Menning left Polaris Wealth Advisory Group for Rwa Wealth Partners (registered 2023-06-14)
Form ADVobserved 6 days ago