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Jeremy Barrett Bohne

Paceline Wealth Management, LLC

Medfield, MA

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Current Employers
Paceline Wealth Management, Llc

Medfield, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-06-03
MA RA APPROVED 2018-02-05
  • TX RA
    APPROVED_RES
    Since 2019-06-03
  • MA RA
    APPROVED
    Since 2018-02-05

Branch Locations

Medfield, MA • 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
Paceline Wealth Management, Llc Somerville MA 10/2017 Present
Unemployed Somerville MA 09/2016 10/2017
Brookfield Investment Management Boston MA 04/2015 09/2016
  • 10/2017 → Present
    Paceline Wealth Management, Llc
    Somerville, MA
  • 09/2016 → 10/2017
    Unemployed
    Somerville, MA
  • 04/2015 → 09/2016
    Brookfield Investment Management
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-20
  • S65 Uniform Investment Adviser Law Examination
    2017-08-20
Designations

View on SEC IAPD

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