National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Jed Limmer

Bicoastal Wealth Management

142 West 57th Street

New York, NY 10019

212-931-7077

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.

General Information

Firm Start Year

1955

No.of Employees

500-999

CRD#

5651469

Firm CRD#

877

Insurance License#

3001819605

Name of Broker/Dealer

Wedbush Securities

Name of Custodial Firm

Wedbush Securities

States Licensed in

NJ, NY, CT, FL

Years of Experience in Financial Services

13

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

CIMA®

Securities Licenses

Series 7, Series 66, Series 65, Series 63, Series 24

Insurance and Annuity Licenses

Variable Life, Annuity, Life, Variable Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

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