Wedbush Securities Welcomes Jed Limmer, CIMA® as Managing Partner and Founder, Bicoastal Wealth Management
Wedbush Securities Welcomes Jed Limmer, CIMA® as Managing Partner and Founder, Bicoastal Wealth Management
Jed returns to the firm in a new role as part of the Independent Franchise Owners Network
LOS ANGELES--(BUSINESS WIRE)--Wedbush Securities, one of the nation’s leading financial services providers, is pleased to announce that Jed Limmer, CIMA®, has rejoined Wedbush Securities. Jed was previously Head of New York Institutional Equity Sales and is returning as Managing Partner and Founder of Bicoastal Wealth Management, affiliated with the Wedbush Independent Financial Advisors (IFON) Channel. Jed will be working from the Wedbush Securities offices in New York and Los Angeles.
In his new venture, Jed will draw on his extensive experience on Wall Street, having spent time in leadership positions with Wedbush Securities and D.A. Davidson, advising some of the world’s most sophisticated investment managers, providing his clients the same first-class service and advice in navigating their financial journeys. Bicoastal Wealth Management provides customized client-centric solutions founded on a risk-adjusted, goals-based approach to exceeding client objectives and expectations, while prioritizing exceptional advice and service in the best interest of our clients.
“Helping clients plan for their financial futures and designing personalized plans to help them achieve and exceed their goals is at the heart of what I do,” said Jed. “I am thrilled to return to Wedbush and I look forward to the future here for my clients and myself.”
Chris Mone, EVP and Head of Wealth Management at Wedbush Securities, adds, “Jed has always been a highly respected friend and colleague at Wedbush. His career as a trusted advisor to some of the world’s leading asset managers will serve him well in his new role. We are excited to have him back and know that he and Bicoastal Wealth Management will provide a world class client experience.”
Jed received his Bachelor’s degree in Finance and Entrepreneurship from Syracuse University, attended the Yale School of Management for Investment Management Theory & Practice, and is a Certified Investment Management Analyst® (CIMA®).
About Wedbush Securities
Wedbush Securities is the largest subsidiary of Wedbush Financial Services. Since its founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services. Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
Contacts
Natalie A. Svider
213-688-8057
publicrelations@wedbush.com
