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Chelsea Jurman

RWA WEALTH PARTNERS, LLC·NEWTON, Massachusetts
SIE, Series 7, Series 63, Series 86, Series 87Clean recordRWA WEALTH PARTNERS, LLC
85 WELLS AVENUE, NEWTON, MA 02459CRD# 5902160Firm CRD# 156984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chelsea Jurman · NEWTON, MA
Registration
CRD #5902160 · RWA WEALTH PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 86
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RWA WEALTH PARTNERS, LLC
CRD 156984 · SEC 801-73098
AUM
$15.4B
Regulatory assets under management
Employees
189
19,495 client accounts
Services offered by RWA WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RWA WEALTH PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Chelsea Jurman offer?
Chelsea Jurman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Chelsea Jurman's credentials?
Chelsea Jurman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chelsea Jurman located?
Chelsea Jurman is based in NEWTON, Massachusetts, working with RWA WEALTH PARTNERS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Chelsea Jurman charge for services?
Chelsea Jurman's firm is compensated through percentage of aum, hourly charges, other: model provider fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RWA WEALTH PARTNERS, LLC?
RWA WEALTH PARTNERS, LLC has approximately 189 employees and manages $15.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RWA WEALTH PARTNERS, LLC

Timothy John Clift
NEWTON, MA
James Hale Lowell
NEWTON, MA
Daniel Fitzsimmons Silver
NEWTON, MA
Jeffrey David Demaso
NEWTON, MA
Joseph Edmund Powers
NEWTON, MA
Daniel Philip Wiener
NEWTON, MA

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Nearby cities in Massachusetts
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Research
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