Jed W. Limmer, CIMA®

Biography

Jed learned that clients always come first from his father, a highly respected Wall Street veteran. He applied a client-first approach while in leadership positions with Wedbush Securities and D.A. Davidson, advising Portfolio Managers and CIOs at Mutual Funds, Hedge Funds and Family Offices. Bicoastal Wealth Management will continue to make clients and their best interests the highest priority.

He has spent his career helping people and companies invest their money and navigate the financial markets. Whether they be C-Suite Executives seeking solutions for highly concentrated positions or parents planning for their children’s education, Jed takes a personalized and risk-based approach to meeting their needs.

Jed lives in New Jersey with his wife, two young children and their Golden Retriever. When he’s not spending time with his family, Jed keeps up with his physical fitness and is an avid golfer. He also enjoys volunteering in his local community and serves on the Board of Directors at the Brooklyn Youth Sports Club, a non-profit serving underprivileged youth in Brooklyn, New York.

Wedbush Securities Independent Franchise Owner Network
Securities and Advisory Services offered through Wedbush Securities, Inc

SPECIALIZATIONS

• Alternative Investments
• Asset Management
• Concentrated Equity Positions
• Family Offices
• Financial Planning
• High Net Worth
• Monetization
• Retirement Planning

Credentials

• B.S. in Finance and Entrepreneurship from Syracuse University
• Yale School of Management Investment Management Theory & Practice
• Certified Investment Management Analyst® (CIMA®)
• Series 7, 24 and 66 Securities licenses

Mission Statement

Your goals are our objective in protecting, preserving and growing your financial assets.