RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••• W•••••• J••••
- Title
- Josh is a multi-year winner of Boston magazine’s Five Star Wealth Manager award.*reportedrwawealth.comfirm site, Sep 15, 2026
- Partner or owner
- “Joshua (“Josh”) Jones is a partner and senior wealth advisor at R•• W••••• P•••••••.”reportedrwawealth.comthe sentence on the bio page
- Professional profile
- rwawealth.com/people/joshua-jonesreportedrwawealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- R•• W••••• P••••••• independent RIA currentsince Feb 17, 2012 · Boston, Ma
- A•••••• I••••••••• A••••••••• C• L•• former sec a••••••Mar 25, 2011 to Dec 7, 2016 · Newton, Ma
- K••••• I•••••• M••••••••• I•• unclassifiedFeb 22, 2005 to Mar 29, 2011 · Wellesley Hills, Ma
- T•••••••• T•••• C••••••• F•• unclassifiedSep 3, 2004 to Mar 7, 2005 · St. Louis, Mo
- K••••• I•••••• M••••••••• I•• unclassifiedApr 2, 2000 to Sep 3, 2004 · Wellesley Hills, Ma
- A•••••• I••••••••• A••••••••• C• L•• to R•• W••••• P•••••••left Dec 7, 2016, registered Feb 17, 2012 (-1755 days) · Other · moved with a team
- K••••• I•••••• M••••••••• I•• to A•••••• I••••••••• A••••••••• C• L••left Mar 29, 2011, registered Mar 25, 2011 (-4 days) · Other
- T•••••••• T•••• C••••••• F•• to K••••• I•••••• M••••••••• I••left Mar 7, 2005, registered Feb 22, 2005 (-13 days) · Other
- K••••• I•••••• M••••••••• I•• to T•••••••• T•••• C••••••• F••left Sep 3, 2004, registered Sep 3, 2004 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address