JL
JL

Jed William Limmer

16 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
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Location

Haworth, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jed is a sole proprietor and financial advisor at Bicoastal Wealth Management, taking nearly full-time. He also co-owns a self-storage facility, works as an investment advisor representative for Onward Advisors, and is involved in several other ventures including Bicoastal Services, Lightspeed Financial Services Group LL, and Center 15 Capital.

Employment History
Current Registrations
Onward Advisors LLC
December 2023 - Present · 2 yrs 2 mos
Wedbush Securities INC.
November 2021 - Present · 4 yrs 3 mos
Wedbush Securities INC.
October 2021 - Present · 4 yrs 4 mos
Wedbush Securities INC.Broker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
D.A. Davidson & CO.Broker
January 2019 - October 2021 · 2 yrs 9 mos
Wedbush Securities INC.Broker
December 2009 - December 2018 · 9 yrs
UBS Financial Services INC.Broker
April 2009 - September 2009 · 5 mos
State Registrations25 states
AKAZCACOCTFLGAILINMAMDMIMNNJNMNVNYOKORPASCTXVTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jed William Limmer - Financial Advisor | TrueAdvisor