wiseradvisor


Jed Limmer, CIMA®
Bicoastal Wealth Management

Tel: 212-931-7077
142 West 57th Street
New York, NY 10019
Bicoastal Wealth Management | Financial Advisor in New York ,NY

About Jed Limmer

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®).


About Bicoastal Wealth Management

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.

Talk to an Advisor and GET ANSWERS   
      

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:   Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Investment Advice & Management

Services

Investment Types:   Options & Futures, Bonds, Mutual Funds, Alternative Investments, Insurance, Mortgages & Real Estate, Stocks, Commodities, Annuities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Our Offices, Video Conference, Via Phone, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable 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-Currently holding

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

Talk to an Advisor and GET ANSWERS   

Compliance

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


Communities Served

New York New Jersey
Connecticut California
Arizona Oregon

Social Networks

tweeter facebook linkedin
brokercheck