Jeff Jacob Menning
Investment adviser representative at Rwa Wealth Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rwa Wealth Partners, LLCJun 2023 to now
- Adviser Investments, LLCJun 2023 to Mar 2024
- Polaris Greystone Financial Group, LLCOct 2017 to Nov 2023
- Amtrust Financial ServicesApr 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rwa Wealth Partners
Legal name: Rwa Wealth Partners, LLC
$19.8BAssets managed
6,027Clients
72Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2909757
- Firm CRD
- 156984