Unclaimed Profile

Jennifer Rice Gates

CONGRESS WEALTH MANAGEMENT LLC·BOSTON, Massachusetts

Series 6, Series 7, Series 63, Series 65Clean record27 years registeredCONGRESS WEALTH MANAGEMENT LLC

450 NORTHERN AVENUE, BOSTON, MA 02210CRD# 2913529Firm CRD# 149446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Rice Gates · BOSTON, MA

Registration

CRD #2913529 · CONGRESS WEALTH MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Nov 2020 – present

CONGRESS WEALTH MANAGEMENT LLC

Feb 2010 – Dec 2020

BOSTON, MA

STRATEGIC ADVISERS, INC.

Aug 2004 – Apr 2008

BOSTON, MA

FIDELITY PERSONAL TRUST COMPANY, FSB

Mar 2003 – Aug 2004

BOSTON, MA

STRATEGIC ADVISERS, INC.

Jun 1999 – Aug 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONGRESS WEALTH MANAGEMENT LLC

CRD 149446 · SEC 801-69988

AUM

$2.3B

Regulatory assets under management

Employees

2,484 client accounts

Services offered by CONGRESS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CONGRESS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Rice Gates offer?

Jennifer Rice Gates specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Jennifer Rice Gates's credentials?

Jennifer Rice Gates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Rice Gates located?

Jennifer Rice Gates is based in BOSTON, Massachusetts, working with CONGRESS WEALTH MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Jennifer Rice Gates charge for services?

Jennifer Rice Gates's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONGRESS WEALTH MANAGEMENT LLC?

CONGRESS WEALTH MANAGEMENT LLC has approximately 27 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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