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Jeremy A Lehrer

Rwa Wealth Partners

Boston, MA

San Rafael, CA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-16
  • CA RA
    APPROVED
    Since 2025-01-16

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

824 E Street, San Rafael, CA 94901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foreside Funds Distributors, Llc King Of Prussia PA 07/2009 10/2024
Matthews International Capital Management San Francisco CA 07/2009 10/2024
Rwa Wealth Partners, Llc San Rafael CA 01/2025 Present
  • 07/2009 → 10/2024
    Foreside Funds Distributors, Llc
    King Of Prussia, PA
  • 07/2009 → 10/2024
    Matthews International Capital Management
    San Francisco, CA
  • 01/2025 → Present
    Rwa Wealth Partners, Llc
    San Rafael, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-03-18
S65 Uniform Investment Adviser Law Examination 2001-04-05
  • S63 Uniform Securities Agent State Law Examination
    2003-03-18
  • S65 Uniform Investment Adviser Law Examination
    2001-04-05
Designations
Other Names
  • Jeremy Andrew Lehrer

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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