Jed Limmer, CIMA® is the founder and managing partner of Bicoastal Wealth Management. Jed has spent his career as a trusted advisor to some of the world's largest financial institutions, family offices, and high-net-worth individuals. Jed has built his career and his reputation by always putting his clients and their well-being first. Providing sound, unbiased financial advice is the cornerstone of Bicoastal Wealth Management's practice.
Jed was destined for a career in Wealth Management, following in the footsteps of his father, a highly respected Wall Street veteran. He has spent his career helping individuals, families, and companies invest their money and navigate the financial markets. Whether they be corporate executives, entrepreneurs, businesses, or families planning for their future, Jed takes a personalized and risk-based approach to meet their needs.
Jed received a B.S. in Finance and Entrepreneurship from Syracuse University, completed the Yale School of Management Investment Management Theory and Practice, and is a Certified Investment Management Analyst® (CIMA®).
Bicoastal Wealth Management is a full-service financial planning and wealth management group affiliated with Wedbush Securities.
Wedbush Securities is a premier securities and investment services firm, providing financial services to individual, institutional and investment banking clients for over 65 years. As an organization, we thrive because of the dedication of approximately 900 colleagues in nearly 100 offices across the nation who make Wedbush a unique and successful company.
General Information |
| Firm Start Year: | 1955 | |
| No.of Employees: | 500-999 | |
| Insurance License#: | 3001819605 |
| Name of Broker/Dealer: | Wedbush Securities |
| Name of Custodial Firm: | Wedbush Securities |
| States Licensed in: | NJ, NY, CT, FL |
| Work Experience: | Jed Limmer's extensive experience as a trusted advisor to some of the world's largest financial institutions, family offices, and high-net-worth individuals brings an invaluable perspective to every client and the unique advice we provide is second to none. |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts |
Services |
| Investment Types: | Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Annuities, Bonds, Options & Futures, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Our Offices, Via Phone, Your Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Annuity, Life, Variable Annuity |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
Board Positions |
| Organization : | Brooklyn Youth Sports Club, Brooklyn, NY |
| Position : | Chairman |
| Duration : | 01/01/2012-Present |
Education |
| Investment Management Theory & Practice | Yale University
05/01/2021-10/30/2021 |
| Bachelor of Science - Finance | Syracuse University
09/01/2004-09/30/2008 |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| New York, New Jersey, Connecticut, California, Arizona, Oregon |
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