Jennifer Kleimon Votano
Investment adviser representative at Rwa Wealth Partners
21 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
21 years in the industry.
- Rwa Wealth Partners, LLCSep 2025 to now
- Citizens Bank, N.A.Oct 2021 to Sep 2025
- Clarfeld Financial Advisors, LLCOct 2021 to Sep 2025
- New England Private Wealth AdvisorsApr 2005 to Oct 2021
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 4553168
- Firm CRD
- 156984